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1. New Invoicing - Reduce number of steps and clicks

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

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version if we want a product that will continue to serve your needs in the future as classic has too many technological limitations. The leadership from our board, through our c-suite and regional leadership teams know this is the only path forward to give you the features you’ve been asking for. We shared more on this in this blog. 

   
   Since my last post there are other changes that have been made to enhance new invoicing, including;

   • the ability to attach a file from the files library, 
   • being able to view files in a side by side view so you no longer have to click across to another tab, 
   • automatically opening a new tab to take you to areas to add a new account, tracking category or tax rate, and 
   • being given the option to mark an invoice as sent when printing. 

   All of which help reduce the number of clicks that you’d have to make for these actions.

   We are continuing to explore more ways to reduce the clicks and steps required for other actions in new invoicing and will keep updating you on these here. You can keep up to date with ongoing updates and changes to new invoicing on this Xero Central hub.

   Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
   Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
   
   Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

   There are really important reasons why we must go forward with sunsetting classic invoicing… more

   Sebastian Huang supported this idea  ·  07 February, 2024

2. Customer Statements - Add a Pay Now link

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   113 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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   15 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