Open 4 tabs for best Xero usage

Look, we have done this for 8 years.

We have seen all kinds of errors, inefficiencies and headaches.

So please follow our advice here.

When getting a Xero ready, I ALWAYS use 4 tabs:

1. The report
2. Chart of accounts
3. Report codes
4. Report fields
5. Extra if needed

You will be bouncing between each tab, so keep an eye on things.