Settings and activity
4 results found
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346 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Gregory Yorke
supported this idea
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408 votes
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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Gregory Yorke
supported this idea
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43 votes
An error occurred while saving the comment Gregory Yorke
supported this idea
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10 votes
An error occurred while saving the comment Gregory Yorke
commented
Following up … any process where checks are printed in an unpredictable, unrepeatable order can not by definition have an "expected behavior."
A normal user expects that, if they void checks and delete the check numbers and repeat the selection process step-by-step, then the new checks will be numbered exactly the same as the initial, voided batch.An error occurred while saving the comment Gregory Yorke
commented
Xero support states that this order is random -- it is not even repeatable if you select n checks, save (number) them, void those checks, and try to create the checks again. The check numbers will be in a different order. They should have a logical order, like the sort used on the bills screen they were selected from, or always in vendor alphabetical order. That way if there is a problem (and right now I have 3000 checks worth of problem) you can always reissue checks in a predictable order.
Gregory Yorke
supported this idea
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Same. We write several thousand checks per month, using the "make payment > pay by check" screen perhaps 15 times in a row, and each time we have to be positive we've selected the correct bank account out of six. And then once we've selected the correct bank account, we have to wait for them to renumber.