Settings and activity
6 results found
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365 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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Lydia Ryabtseva
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282 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Lydia Ryabtseva
supported this idea
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103 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
An error occurred while saving the comment Lydia Ryabtseva
commented
In our hotel business we often get situations when a customer pays for an invoice but later the booking gets cancelled and a refund is applied. If the invoice is already marked as paid, the only way to to create a completely a new credit note and manually copy all the details of the invoice. When the invoice contains a lot of information, this becomes combersome. Having an option to copy the invoice to a credit note would come very handy. Thank you.
Lydia Ryabtseva
supported this idea
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52 votesLydia Ryabtseva
supported this idea
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11 votes
An error occurred while saving the comment Lydia Ryabtseva
commented
It would be great to have smiliar "Copy To" options menu on Bills as there are on Invoices. Bills then coupd be copied to to Purchase Orders (we can copy PO to Bills but not the other way around) or an Invoice to Bill a customer for the purchased items.
Lydia Ryabtseva
supported this idea
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25 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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Lydia Ryabtseva
supported this idea
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The APPROVE only options is used 90% of the time in our business.