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5 results found
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32 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Colleen Marriott
supported this idea
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415 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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Colleen Marriott
supported this idea
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25 votes
With the soon to come Xero Partner Hub we'll be bringing all your practice tools under one umbrella and improving your experience in managing and working with clients in your practice. With the combined experiences of Xero HQ and Practice Manager this'll include the ability to merge two clients into one, like you're after here 🙂
Thank you for sharing your feedback with us. Find more information about Xero Partner Hub on our website, and we'll be back to update you all as this goes live to practices in the coming months.
Colleen Marriott
supported this idea
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An error occurred while saving the comment -
49 votes
An error occurred while saving the comment Colleen Marriott
commented
I agree with Katherine's idea.
Colleen Marriott
supported this idea
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5 votesColleen Marriott
supported this idea
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I totally agree too. I've had the case where a duplicate client has been created in XPM and invoices have started going from Blue Xero to XPM to the duplicated one in error.