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  1. New invoicing - Set default for 'save'

    23 votes

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    4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard. 

    We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central. 

    While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).

    Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.

    I…

    Robert Game supported this idea  · 

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

    425 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

    Robert Game supported this idea  · 
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    Robert Game commented  · 

    At least one of my bookkeeping clients can't deal with the new invoicing screen, and has started looking into moving to Quickbooks. For the rest, its just going to make everything take longer, and cause a whole bunch of mistakes and grief in the teething stage.

    Feels as though this is a move designed to improve things that use Xero for everything, to the detriment of people who use other software for parts of the invoicing process (e.g. invoices are e-mailed directly from the POS software) I guess that must be an intentional business decision, but it seems odd to deliberately leave Quickbooks as the only real contender for people who want some parts of the process but don't need everything?