There are a lot of features Xero has that save me time whilst I’m
wading through merrily singing my way through my bookkeeping.
One of my favourites, though, is one of the most simple and basic features that Xero offers. The feature I’m talking about is copying transactions.
To give you an example, I do very similar work for a client each month, with a few changes here and there. Because I like to be transparent in how I charge I include extra detail so that clients can see exactly what I’m charging them for – therefore my Invoices can sometimes be lengthy. I wrote about this in my previous post 3 Simple Tips to Improve Cashflow. I don’t invoice at the same time of the month every time, so automatically repeating Invoices isn’t the best option in this case.
When I’m ready to charge those clients I simply search for that client’s name in Xero, click on the last Invoice and copy that Invoice. I copy by selecting Options then Copy in the top right hand corner. I can then tweak it with any adjustments needed, but the bulk of the information is already there and my wording is consistent from one Invoice to the next.
Copying also works for transactions like Spend Money and Receive Money as well.
I try to remember to work smarter and not harder and this is one of those simple things that makes a difference when it comes to the sometimes very time consuming task of small business bookkeeping.
What is one way you work smarter and not harder?
Other tips on working smarter, not harder:
- 3 simple steps to getting your bookkeeping sorted
- Save Time & Remove Doubt with your Bookkeeping
- Using Excel