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1. Navigation - More keyboard shortcuts in Xero

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   18 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  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 Xero, here. 

   
   

   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… more

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   Glenn Schmidt commented  ·  22 February, 2023  ·  Edit…  ·  delete…

   I would guess that most businesses using Xero have someone who logs in to the product several times a week - if not every day. And those people do the same tasks over and over again. Enter a bill, pay a bill. Create an invoice, send an invoice. Reconcile bank statements. Run payroll.

   If someone is using your product several times a week, they will happily take the time to learn any shortcuts that can help them get their repetitive tasks done more quickly.

   Keyboard shortcuts are a great option, because they don't clutter up the UI, and so won't make the product harder to learn for new users. But those who want to adopt them, can.

   I would love it if basic book-keeping tasks like entering bills or reconciling statement lines was able to be accomplished without touching the mouse at all. It would make accounting with Xero SO much more ergonomic.

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   Glenn Schmidt supported this idea  ·  22 February, 2023