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  1. Repeating Invoice - Add dynamic dates to the repeated invoices

    32 votes

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    submitted  ·  21 comments  ·  For small businesses » Business features  ·  Admin →
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    Toni Angelevski commented  · 

    Hi there

    I want to be able to pull through the months in the description section

    Rent for the month of
    - <Month>

    Is this possible...?

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

    411 votes

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    206 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. 

    …

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    Toni Angelevski commented  · 

    This is doing my head in too.

    Some times I prepare invoices overnight but do not want to send them out until after lunch the next day. Example, I may work at night and finish doing invoices at say 11pm. I do not want my client to wake up and the first email of their day is an invoice from my firm. I would rather send it through after lunch that day.

    Very stressful.

    Additionally, given you were able to run both invoices systems, why the mandatory forcing of users onto the new system. Why not let us continue to be able to use the old system...?

    Incredibly frustrated.