Access a customer or supplier ledger from a transactionFree
Open the related customer or supplier ledger directly from the Xero transaction you are working on, without retracing the route through Contacts.
- Keep the transaction as your starting point.
- Move straight to the account that needs checking.
Pop-up customer and supplier notesPro
Bring marked customer and supplier notes into view while entering a Xero transaction, so the reminder appears where it can influence the next action.
- Use > for one prominent red warning.
- Use >> to include the remaining notes beneath it.
Transaction review pop-upFree
Review selected transaction fields together before saving, making it easier to catch missing or inconsistent information without scanning the whole screen again.
- Included with Standard.
- Pairs with Pro required-field controls when more protection is needed.
Require selected transaction fieldsPro
Choose the fields that must be completed before a supported Xero transaction can be saved, adding a practical check to the existing review step.
- Select the fields that matter to your process.
- Stop incomplete entries before they move forward.
Duplicate a Xero transaction linePro
Duplicate the selected Xero transaction line once or several times, then edit only the values that differ before saving.
- Keep the useful detail from the selected line.
- Review every new copy before saving.