Settings and activity
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176 votes
Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.
Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.
We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks
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Nadine Lovejoy
supported this idea
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384 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 Nadine Lovejoy
commented
I invoice once a week and will have about 40 invoices in a batch. The ability to "add another invoice" that was available on the original Xero Invoice screen has been removed and I now have to go back to either the Dashboard or back to the Invoice screen under Sales Overview. Either way it is clunky and slows down what should be a speedy process.
Nadine Lovejoy
supported this idea
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188 votes
Hi community, thanks for on-going engagements with us about how you use the Xero network in this idea. As our team continue work on new invoicing, development for building the Xero Network within new invoicing is now underway, and we'll keep you updated of further news of this, here.
In the meantime, if you've set up Xero network for your contacts you can continue to send these through the Invoices awaiting payments list. As mentioned in my last updated we still strongly recommend exploring eInvoicing as a solution.
An error occurred while saving the comment Nadine Lovejoy
commented
Just to clarify, the customers I used to send invoices through Xero to Xero now have to download something to access this Peppol network (first I've ever heard of it). Where are the instructions for this? Is it in PDF format and plain speak so that we can ask our clients to do whatever they need to do to receive our invoices. Hopefully our customers don't mind doing this but at this stage we'll go old school and email the invoices.
Xero to Xero worked, the old adage "If it ain't broke, don't fix it" comes to mind.
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We are a service industry and would really like the ability the have a column on the invoice that can have a date entered. Currently if we have a big job's invoice that has multiple dates for work done. I have to enter the date in the description field as a separate line, on a large invoice this looks messy. It would be so much better if the column next to the description was a date column.