Many businesses use Xero every day but only scratch the surface of what it can actually do. A few simple features can save time and keep your records much neater.

Here are a few of our favourite Xero related tips:

1.  Set up bank rules – Automatically categorise recurring transactions so you’re not manually coding the same payments every month.

2.  Use Hubdoc – Capture receipts and bills as they come in. Each Hubdoc account also has its own unique email address, so digital invoices and receipts can simply be forwarded straight into Hubdoc, keeping everything organised and ready to publish to Xero.

3.  Apply lock dates after submitting accounts or tax returns – This prevents transactions being accidentally posted into a period that has already been finalised.

4.  Add online payment options to invoices – Make it easier for customers to pay by enabling payment services directly from the invoice.

💬 Do you use any of these features, or is there a Xero tip you find particularly useful?