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  1. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    631 votes

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

    Sebastian Huang supported this idea  · 

  2. Navigation - More keyboard shortcuts in Xero

    49 votes

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    19 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here. 

    At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…

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    Sebastian Huang commented  · 

    v What he said. :D

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    Sebastian Huang commented  · 

    Alex, that was what I was looking for! Thank you. :) I missed your comment until today.

    I also want to add that different pages (add bill, invoice, quote, etc.) have different settings but you can change the "81" to click the correct button on each page. In my experience it's usually between 80 - 83, anyone needing another button on another page can test a few until they hit the correct number.

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    Sebastian Huang commented  · 

    I used a chrome extension, AutoControl, to run a script that clicks "Approve and add another" on bills / invoices with a shortcut key. I found it on a xero forum or board like this, but must have been deleted, can't find it now. If anyone knows how to write the script, please let me know! I remember it being a 1-liner.

    Sebastian Huang supported this idea  ·