Xero Features: Search and Add

There are so many features in Xero that it is easy to miss some that may actually be incredibly helpful. Below, see two that we love.

This search feature can be used for many inquiries and will display the results right in the search window, which eliminates the need to click through specific areas of Xero to find what you're looking for. It's a good way to quickly find an invoice, specific transaction, or any other information you have entered into Xero. See Xero's help page if you need more detail.

​The next little short cut we love is this new plus sign. It came quietly so you may not have noticed. You can use it to add bills, invoices, quotes, purchase orders, or contacts. Much simpler than digging around through other screens, especially if you don't keep all of those things on your dash board.

As always, if you have any questions about these features or anything else please don't hesitate to contact us by phone or
​e-mail.