Settings and activity
218 results found
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4 votes
Paul Howlett
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4 votes
Paul Howlett
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12 votes
Paul Howlett
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11 votes
Paul Howlett
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8 votes
Paul Howlett
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94 votes
Paul Howlett
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12 votes
Paul Howlett
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2 votes
Paul Howlett
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3 votes
Hi team, the Xero Partner Hub will be landing with partners from early 2026, and will get rid of the need to sync records. All client data and fields will be bought into a single location to help you seamlessly manage your practice! 🙂
You can find out more about this change on our website, and I'll be back to share more as this is released. Thank for engaging with us here.
Paul Howlett
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10 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
Paul Howlett
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56 votes
Paul Howlett
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4 votes
Paul Howlett
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30 votes
Paul Howlett
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10 votes
Paul Howlett
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420 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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Paul Howlett
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13 votes
Paul Howlett
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7 votes
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Paul Howlett
commented
I've resorted to saving a custom depreciation report and ticking the 'make default' box for every new client, just for the depreciation reports to actually be usable...
Paul Howlett
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3 votes
Paul Howlett
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15 votes
Paul Howlett
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47 votes
Thanks for sharing your idea, we've reviewed your idea and now it's up to the community to get behind and support it.
It's great to see other members are already commenting to share additional detail about how your idea could improve their experience with Xero.
Paul Howlett
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Xero has basically said "no" in one of the other threads.
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45438514-new-invoicing-select-default-for-approve-butto