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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367 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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207 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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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
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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308 votesAnnie Sherratt
supported this idea
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119 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!