Settings and activity

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1. New Invoicing - Reduce number of steps and clicks

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   264 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

   Sebastian Huang supported this idea  ·  07 February, 2024

2. Customer Statements - Add a Pay Now link

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   125 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we wanted to return and give a little more information with the update of this idea's status.

   Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.

   Though it's early days at present we'll keep you updated of their progress, here.

   Sebastian Huang supported this idea  ·  01 February, 2024

3. Navigation - More keyboard shortcuts in Xero

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   17 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.

   
   

   Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.

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   Sebastian Huang commented  ·  12 July, 2023  ·  Edit…  ·  delete…

   v What he said. :D

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   Sebastian Huang commented  ·  17 May, 2023  ·  Edit…  ·  delete…

   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  ·  24 April, 2023  ·  Edit…  ·  delete…

   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.

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   Sebastian Huang supported this idea  ·  24 April, 2023