Useful Date Shortcuts in Xero

We’ve listed below some of the most useful date shortcuts in Xero. Why should we bother with those I hear you ask? Well, if you’re anything like me, I’ve got better things to do than data entry, so if there’s a quicker way to do things, I’m all for it! I use Hubdoc, adding last items, copying and pasting, repeating templates, and yes, date shortcuts. Anything to get the job done efficiently and to free up my time. Small things add up, right?

Have a look at these. Pick a couple and practise them until they are second nature. Then maybe try another. And then another.

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Custom Account Transactions Report

Don’t forget that you can save your formatted report as a custom report.

Click Save As, Custom.

If you are saving the report for its format, not the selected ledgers, rename the report to Account Transactions New or something similar.

Tick Make custom report the default. Any account transactions reports you run in future will automatically have the saved format.

Save.

Click into the Custom tab and star the saved report. This will mark the report as a favourite in the drop down menu.

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