Settings and activity
5 results found
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19 votes
Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I…
Rydgeview Contracting Limited
supported this idea
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55 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
Rydgeview Contracting Limited
supported this idea
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115 votesRydgeview Contracting Limited
supported this idea
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172 votes
An error occurred while saving the comment Rydgeview Contracting Limited
supported this idea
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193 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
An error occurred while saving the comment Rydgeview Contracting Limited
commented
Please please please look into this. It would be such a beneficial feature for your customers Xero!
I know that Fergus is great at being able to do this, but running another system alongside Xero is ridiculous! We would love to be able to track stock to allow us to buy in bulk for future seasons etc... but we are having to collate line items to bill out to customer which defeats the purpose of the account codes! Cmon Xero listen to your customersAn error occurred while saving the comment Rydgeview Contracting Limited
commented
This would be super helpful to our business and I can't believe its not something that Xero already offer. We have found this feature in the Fergus system which can integrated with Xero, but we are not wanting to run additional programs if we can help it. Definitely something Xero should look into
This needs to be removed from the emails, and a complete nightmare for companies who have different trading names! Very confusing for our customers