Settings and activity
5 results found
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444 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
Amanda Gregg
supported this idea
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An error occurred while saving the comment -
410 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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An error occurred while saving the comment Amanda Gregg
commented
Critical. Quite often the creator has steps to follow before emailing. It's not up to the manager to send invoices. Its not their core function. Please fix this.
Amanda Gregg
supported this idea
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27 votes
An error occurred while saving the comment Amanda Gregg
commented
This is so fundamental, there must be many companies out there that could have more than one cost rate for a staff member. Impossible to use the project reporting without this functionality.
Amanda Gregg
supported this idea
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173 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment Amanda Gregg
commented
We've decided to abandon projects, unfortunately wasn't an option for us so going back to Xero without the Projects module.
Amanda Gregg
supported this idea
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70 votes
An error occurred while saving the comment Amanda Gregg
commented
I cannot understand why this 'idea' has not been implemented. Very disappointing. Oddly the Practice Management module not for 'us' seems to have all the features we ask for!
Amanda Gregg
supported this idea
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The user should have the rights to save a DRAFT invoice it shouldnt be done automatically based on the examples listed here. If Xero are intent on keeping this new feature can you please at least have an option to revert back to previous. Thank you.