Skip to content
← Share and support customer ideas for Xero

Settings and activity

5 results found

  1. New Invoicing - Option to switch Autosave off

    330 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  132 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Amanda Gregg supported this idea  · 
    An error occurred while saving the comment
    Amanda Gregg commented  · 

    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.

  2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    367 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    188 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    …

    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  · 

  3. Projects - Different staff cost rate per project

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  · 

  4. Projects - Assign repeating invoice to a project

    156 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  60 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  · 

  5. Project: Task list - Ability to change the order in the list.

    70 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  ·