People who know me, know that I love using systems to improve efficiency. If I can save just a second here, or a second there, it means I’ll have an extra week or two saved up by the time I’m 80, so I can catch up on all the missed gaming time of my early fatherhood. My mind was blown when I learned that holding CTRL means you can move the cursor by a word at a time! And, that’s why I’m the sort of person to get excited about Xero’s new sales invoice features. If you’re already using Xero, here’s how you can use the new features to be even more efficient…
The way things were
Xero’s original method meant that creating an invoice required you to enter data in (or at least tab through) each field. You may not use the “Reference” field, but it would still be there, taking an extra second of your life, for every invoice you created.
The new method means you only see what you might need to change. If you’ve set up your Xero to take advantage of the auto-fill opportunities (which you should have done, but if not, call me), then you can just remove the need to check it. This could mean entering as little as 4 bits of information, instead of 17 – what a time saving!
Auto-fill can provide simple date, like the invoice number or the invoice date. And, if you’re utilising the time-saving “Item” feature (which I find many Xero users aren’t even aware of) then the price on the invoice can be automatically generated too.
This really simple feature improvement from Xero is designed to save just a few more seconds. This marginal gains approach is exactly how record-breaking athletes become the best in their game, and how Xero is becoming a dominant force in the world of accounting software.
If you’d like help to save a few seconds, minutes or even hours each day, get in touch.
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