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Settings and activity

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  1. Invoice - Include the payment dates and payments made when sending invoices to clients.

    22 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Annie Sherratt commented  · 

    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!

    Annie Sherratt supported this idea  · 

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

    394 votes

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    200 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. 

    …

    Annie Sherratt supported this idea  · 

  3. New Invoicing - Move Save button to bottom of invoice like classic

    225 votes

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    38 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  4. Contacts - Different default email addresses for different transactions in Xero

    313 votes

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    submitted  ·  136 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Annie Sherratt supported this idea  · 

  5. Global Search - Search items by Description

    128 votes

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

    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 

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    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.