Dictate in any app · Finance
Xero is shared with an accountant, which makes your notes somebody else's evidence. Typally puts your words into Xero the moment you release the key, in whichever field you left the cursor.
From the people who build Typally. If Xero's own option covers your use, use it — this page will tell you when it does.None. Descriptions, notes and discussion fields are typed.
The whole point of cloud accounting is that your bookkeeper sees the same file. That only helps if what you write is comprehensible to them, and a two-word description is not.
In practice people use it for: Transaction descriptions, discussions on a bill or invoice, contact notes, and the explanation attached to a reconciliation.
You do not configure anything in Xero. The hotkey works wherever your cursor happens to be:
One install, one sign-in. Nothing else to configure.
The cursor position is the whole instruction — Xero routes the keystrokes from there.
Say the whole thought, then let go. No time limit.
Reconciliation screens move on quickly once an item is matched. Dictate the note before confirming the match, not after.
Typally types into transaction descriptions and Xero's discussion threads, so a question for your bookkeeper can be asked directly on the transaction rather than in a monthly email of eleven queries. Dictate the note before confirming a reconciliation match, since the screen moves on once matched.
Instead of a monthly email listing eleven queries, a business owner speaks each question onto the transaction itself as it comes up. The bookkeeper answers in place, and the month-end call disappears.
Use Xero's discussion feature and dictate the question for your accountant right on the transaction. It saves the email thread that would otherwise start with 'which one do you mean?'
Reconciliation screens move on quickly once an item is matched. Dictate the note before confirming the match, not after.
No. All entry is typed.
Yes. Open the discussion on the transaction and click into the box.
Tablets use the on-screen keyboard's microphone; desktop is where a separate tool applies.
You can try this on the free plan — 100 minutes a month, no card, no trial countdown.
Also dictate in: QuickBooks · FreshBooks · Sage · see all apps