Settings and activity
4 results found
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165 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
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Karen Blackwood
supported this idea
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421 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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Karen Blackwood
supported this idea
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7 votesKaren Blackwood
supported this idea
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
19 votesAn error occurred while saving the comment Karen Blackwood
commented
We use the discussion tab to ask clients to upload documents for the bankfeed transaction. When the client uploads the relevent information we have know way of knowing because the match function doesn't override the discuss tab, unless we manually check each transaction separately.
Karen Blackwood
supported this idea
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Being able to change the bank account the transaction has been posted to should be standard. You've been able to do this since way back when desktop accounting software were main stream. Having to delete a transaction and remove the document attachment and start again is not beautiful.