03 Oct 2022

Top 5 tips for getting the most out of Xero for GP practices

A large proportion of our GP clients are now happily using Xero. Xero has a vast array of features and I have detailed some of these below, which may be of help to existing, or potential users.

We know that Practice Managers are under a lot of time pressure, and these features are mainly aimed at helping to save time.

If you are not already using Xero and would like to take advantage of the efficiencies it can offer, please do get in touch!

Bank Feed and Bank Rules

By now, if you do use Xero, most of you will likely be using the ‘bank feed’ feature, which automatically brings through transactions from your bank. If not, this is probably the first step to take:
> From the ‘Accounting’ menu, click ‘Bank accounts’
> Then click ‘Add bank account’.

Furthermore, Xero has the functionality to recognise certain bank transactions based on ‘rules’ and automatically classifies these, saving you time entering the details, such as a description and code.

For example, if you only ever pay your telephone provider an amount of £29.99 for telephone and internet services, you can set Xero to automatically recognise this and classify this as telephone and internet expenses.

To access this feature:
> Click ‘Dashboard’ and enter the relevant bank account
> Click ‘Manage account’ and select ‘Bank Rules’.

To create a new bank rule, click ‘Create Rule’ and enter the relevant information. One tip is to set the ‘Field’ to ‘Any text field’ – this avoids any confusion between the reference and description.

More information is available via Xero.

Default Customer and Supplier Codes

In a similar way to the above, you can set Customers and Suppliers, where you always sell/buy one particular product or service, to always default to this category when entering transactions into Xero.

To do this:
> Click ‘Contacts’ and then ‘All contacts’.
> Click into a particular contact, and then, at the top right, click ‘Edit’
> On the left, you can enter information in the ‘Sales defaults’ and ‘Purchase defaults’.

It is worth having a look through your list of customers and suppliers and considering where you add default information, to save you time in the future.

For more information, see Xero’s guide to Contacts in Xero.

Data capture

Using data capture is an excellent way to reduce the amount of time you spend entering data. It is a feature which uses artificial intelligence to read data from documents that you’ve uploaded into Xero or other software. To add files into Xero, in most places, this is as simple as dragging and dropping the file onto the page. Alternatively, there is a ‘Page’ shaped icon you can use- this is available on the bank reconciliation screens, as well as when creating/editing both sales invoices and bills.

Xero has a basic data capture feature built in – you can email purchase invoices direct to Xero, and it will read some of the basic data. To find your business’ unique email address address, click ‘Business’, then ‘Bills to Pay’. Then click ‘Create bill from email’ to see the business’ email address. If you forward an email with an attachment to this address, Xero will automatically create a draft bill with some features filled in, based on that data on the attachment. This is a great way to send data to Xero to enter at a later date and saves the need to keep copies of invoices on your computer or in paper files.

A more advanced method is using the app ‘Hubdoc’, which comes included with many Xero licences. This app picks out data from invoices, and you can then push data from this app into Xero. This can save a huge amount of time, especially if you have a lot of data to process. Please see the Hubdoc website for examples of what this might be good for?

There are also alternatives to Hubdoc, such as Dext or Autoentry, although these options do not come included within your monthly Xero licence fee.

Xero apps

Xero has a wealth of apps which work in harmony with Xero to boost your experience. There are 1000+ apps, so there’s a good chance that if you’re having a specific problem, there is a solution to be found on the marketplace.

One such time-saving app is Comma, which links to Xero to pull through your accounts payable ledger (i.e. amounts owed to suppliers) and allows you to pay your bills/staff with ease.

Xero also has an expenses module, which, if you have regular staff expenses, can help automate the process to save time further.

User roles

You might be in a situation where you wish you had some help on Xero, but don’t want other staff to be able to see all of the data within Xero.

In Xero itself, you can limit users’ permissions, so you can give other staff access to certain parts of the software. For example, you can limit staff to only have access to create sales, or purchase invoices.

To access the user menu, click the business’ name at the top left of Xero, and select ‘Settings’. Then, click ‘Users’- you can then click ‘Invite a User’ at the top right of the screen, and review the relevant options available.

Conclusion

Hopefully some of these features will save you some time and help you get the most out of Xero. In general, we’ve had very good feedback from practice managers and clients, and when used effectively, should save time, make records easier to deal with, and offer timely and accurate reporting to aid practice managers and partners in making day-to-day and strategic decisions.

If you have any questions, please feel free to get in touch with one of the cloud team who will be glad to help.

Get in touch

Related insights

Three individuals in business attire are seated around a table, engaged in a discussion while looking at a laptop and holding documents with charts.

Pillar 2: What you need to know before 30 June 2026

15 April 2026

Read
business people sit around a table and one, a man stands talking, they are in a modern office and all wearing smart suits

Our response to the key elements of the latest SRA consultation

15 April 2026

Read
A coffee shop worker fills in paper work while sated at a high bar.

R&D claim notification form deadlines: When and how to submit

14 April 2026

Read

From employee to partner: What new law firm members need to know

14 April 2026

Read
One man tests out his latest technological innovation while a second man writes down the data.

Contracted out R&D vs externally provided workers: understanding the key differences

13 April 2026

Read
Nick Harris in a suit and open necked shirt

Nick Harris and Lucinda Coleman appointed liquidators of Troax Lee Manufacturing Limited

9 April 2026

Read
Audit partner Mike Hall at Bristol harbourside

International audit specialist promoted to partner at our growing Bristol office

9 April 2026

Read
A casual business meeting between three people

Common EMI questions we see in practice

7 April 2026

Read

Selling shares in your company: Understanding the income tax trap 

1 April 2026

Read
A calendar with the last date of the month circled - it has 'pay day' written on it with a smiley face.

Payroll compliance: Navigating upcoming changes and reforms

1 April 2026

Read
Three people in business attire are seated at a desk in an office, reviewing a document together. The person on the left is pointing at the document while the other two look on attentively.

National minimum wage underpayments and how to prevent them

31 March 2026

Read
Six secondary school students sitting in class whilst two students have their hands up to answer a question.

Academies Accounts Direction 2025 to 2026 published

30 March 2026

Read