Xero Tip Of The Month February 2016 - Xero Search

“Xero in” on exactly what you need, with Xero Search


Tired of navigating through multiple menus to view a customer’s account, or to view a statement?

Now you can navigate to where you need to be in a few simple keystrokes. Find what you’re looking for as fast as you can type, and add transactions all from one place.

Get started by tapping the forward slash “/” key or by simply clicking the spyglass from any interface within Xero.

From here you find almost anything you need, be it a transaction, a customer or supplier.

Search Filter

You can even filter these results to show from everywhere, or consolidate searches to Contacts, Bills, Sales Invoices and even Bank Transactions.

Each search result will have an individual details section, where you can see more information. For example a Sales Invoice with detail on the date it was raised, the date it is due, the reference and the current state.

Increase your navigation speed even further! With Xero’s built in Shortcuts

See all the Xero features that can help you run your business beautifully at

Click here to find out more now!

Previous Tips

January 2016 – File Storage in Xero

December 2015 – Invoice Reminders

November 2015 – Xero on the go, with Xero Touch

October 2015 – Invoice Payment Terms

September 2015 – Sales Invoice Customisation

August 2015 – Business Performance Review

July 2015 – Cash Coding In Xero

June 2015 – Xero to Xero Billing

May 2015 – Find and Recode

April 2015 – Online Invoicing