Settings and activity
6 results found
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22 votes
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Annie Sherratt
supported this idea
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384 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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Annie Sherratt
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.
Annie Sherratt
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 Annie Sherratt
commented
I have been using the new invoicing (for 18 months) for just one specific customer who prefers e-invoices, but in that time there hasn't been any redeeming features of the new design to encourage me to change over for all other customer invoicing.
Where currently in classic I can move easily and with minimal tabbing between fields for data entry, the new format requires many additional tabs or mouse-clicks, making it overly complicated and time consuming to use. Invariably I end up reverting back to the classic version for data entry for the e-invoice customer, and only switch to the new when approving and sending.
Also, visually the layout is too spread out and is uncomfortable to view.
Surely with the amount of feedback Xero is receiving on this subject a re-think is in order?
If changes need to be made, why can't they be done in the background, and keep the appearance of the user interface the same?
Annie Sherratt
supported this idea
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312 votesAnnie Sherratt
supported this idea
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126 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
An error occurred while saving the comment Annie Sherratt
commented
It's something I wouldn't need to use very often, but it would save considerable time on the occasions I do need to search. Especially when some suppliers have hundreds of bills a month to wade through.
The only work around I have for this is to supply the customer with an activity statement which covers the period of the original invoice and subsequent payments. It's a clumsy way of supplying the information - especially if there are multiple invoices and multiple part-payments. Having the option to PDF the invoice so it matches the screen output would:
a) save a lot of time for both supplier and customer when dealing with queries
b) look better!