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Xero Tip - Cash Coding

A helpful tip from our accounting team member Larissa - Cash Coding in Xero

- On the cash coding screen in your Xero file there is a section called "Account" where you add your codes for various transactions.

- If you have multiple transactions in a row that have the same account code, put in the first code e.g. 531 - drawings.

- If the next transaction below is the same, instead of typing in the code you can push '+' and it will copy the account code from above. (If you hold down '+' it will keep copying the code down to all the appropriate transactions until you stop).

This tip can be a really useful and time efficient tool if you have lots of transactions with the same account code.

For more information or any help with Xero please get in touch with us today - we are happy to help!



 

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