Dates and Due Dates

Anywhere in Xero that you see a date you can actually use some shortcuts to prefill certain dates.

The list below is just some of the shortcuts you can use in invoices, purchase orders and quotes in the date field

Today's Date - type "t" in the date field

Tomorrow Dates - type "tom" in the date field

Next Week - type "next w" in the date field

Next Month - type "next m" in the date field.

If you have odd due dates e.g. 50 days after invoice date you can simply type +50 or + any number for the due date to be set that many days after the issue date of your invoice

Remember after typing any of these you will need to press tab on your keyboard

The Inbuilt Calculator

Xero has an inbuilt calculator capable of doing the following functions:

• Addition
• Subtraction
• Multiplication
• Division
• Grouping

To use the calculator all you need to do is be in a price or quantity field in Xero and type in calculations in a similar way to how you would in Excel or Google Sheets

The same thing applies for calculations, once you've entered them press tab to see the end result.

Slash Shortcuts (Keyboard)

You can navigate Xero using keyboard shortcuts. To access a keyboard shortcut first type / anywhere in Xero

Once you have done this the global search function will pop up and you can type a single letter to be given quick links to different sections in Xero. The key shortcuts are shown below

You want a unicorn!

There is an easter egg in Xero called the unicorn. To summon this magestic beast in an invoice type in "i want a unicorn!" in the description field without the quotation marks and then press tab

I still need help!

If you need assistance with creating and using tracking categories remember you can email or phone us.