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395 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…
Chris Kabacznik
supported this idea
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855 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
An error occurred while saving the comment Chris Kabacznik
supported this idea
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385 votes
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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An error occurred while saving the comment Chris Kabacznik
commented
100% we need to be able to just have an approve button or allow what the default button does. Also should be at the bottom of the screen as you are currently clicking all over the place, its no longer a natural flow.
Chris Kabacznik
supported this idea
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224 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Chris Kabacznik
supported this idea
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16 votesChris Kabacznik
shared this idea
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Agree. The number of steps and clicks has increased dramatically, leading to processing an invoice taking 4 times longer than the classic view. Pop-ups are extensive and unnecessary.
I use Xero to enter transactions from another system, I, therefore, need to look at the attached file in side by side view to transpose the information into the invoice. We are basically using Xero as accounting software only not POS. At present, you can not start a new invoice from the file library it simply will not attach. If you then create a new invoice you must first enter a customer before being able to attach a document, it also seems to take one click on the attach file button then it waits for 5 seconds or another click until the library button appears, after it has loaded click to view the document in side view, and finally at the end click the dropdown button of approve and email to simply get approve as I don't need to email the invoice. Plus this button is at the top which is illogical and not consistent with another areas of xero.
In the previous classic view you could start a new invoice from the file library, it would automatically display side by side, I could then transpose the data straight into Xero as I can see the original document and I could just simply tab the entire way through the process (approx 10 second per invoice). Now it takes approx 30-40 seconds to enter an invoice, having to remove my hands to/from the mouse/keyboard approx 6 times instead of once.
Another bug is that if you type in part of the customer details and hit the tab slightly before it finds the customer it will automatically create a new customer, so far I have made around 5 new customers (in around 10 invoices) which I then have to go and merge, archive. The old classic view would only save an incorrect customer once you hit approve.
Finally, can we turn off automatic draft save... it's bloody annoying. Theres a save draft button there for a reason.