Xero Tips That Will Save You Hours Every Month

1. Automate Bank Feeds

• Connect your bank account to Xero and let transactions flow automatically.
• Benefit: No manual data entry and up-to-date balances at a glance.

2. Use Bank Rules

• Create rules for recurring transactions (like rent, subscriptions, or supplier invoices).
• Benefit: Xero automatically categorises transactions, saving time each month.

3. Reconcile in Bulk

• Use the “Reconcile” tab to match multiple transactions at once.
• Benefit: Reduces the back-and-forth and speeds up month-end reconciliation.

4. Schedule Invoices

• Set recurring invoices for regular clients and send them automatically.
• Benefit: Ensures timely payments and keeps cash flow steady.

5. Track Bills & Expenses Easily

• Use Xero’s mobile app to snap photos of receipts and upload on the go.
• Benefit: Keeps records accurate without piles of paperwork.

6. Set Up Reports You Actually Need

• Customize dashboards and reports to see the metrics that matter most.
• Benefit: Quick access to cash flow, overdue invoices, and profit/loss insights.

7. Invite Your Accountant

• Give BMO Business Centre access to your Xero file.
• Benefit: We can spot opportunities, reconcile faster, and advise proactively—saving you even more time.

Many small businesses save 5–10 hours a month just by using bank feeds, rules, and scheduled invoices. That’s extra time to focus on growing your business!

Remember, we are always here to help set you up on Xero or provide your with training. Give us a call to find out more.