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  1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    369 votes

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    188 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

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    Jenny Paterson commented  · 

    Thanks for not listening to your users who have been with you from the start. Obviously the new subscribers on 90% off plans get higher priority. This is a basic IT requirement - the least number of keyboard clicks. Approve - not Approve and email is commonsense.
    Very unhappy user. Shortcuts don’t cut it. Try and listen to the users not the geeks in the development office.

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    Jenny Paterson commented  · 

    The Approve and email option is causing huge scope for error. Changing the default from Approve was unacceptable. Please change this back asap. Also why move the button to the top of the screen - do you ever ask the user their work flow or only the tech geeks? This change has added several extra key stokes per invoice. Also the date function with two clicks to choose a date is going backwards in efficiency and not forwards.

  2. User Roles - Ability to set up greater flexibility for staff roles (e.g. read only permission)

    85 votes

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    submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jenny Paterson commented  · 

    This is a basic need. Staff should be able to send invoices, purchase orders and set up new employees without seeing all bank accounts.
    Very poor security and needs to be fixed asap

    Jenny Paterson supported this idea  · 

  3. Contacts - Warning if entering contact simliar to existing

    52 votes

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    submitted  ·  14 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jenny Paterson commented  · 

    an obvious problem