Settings and activity
3 results found
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609 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.
Sebastian Huang
supported this idea
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304 votes
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
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42 votes
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.
An error occurred while saving the comment An error occurred while saving the comment 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.
An error occurred while saving the comment 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
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v What he said. :D