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

    407 votes

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    206 comments  ·  For small businesses » Business features  ·  Admin →
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    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. 

    …

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    adrian walker commented  · 

    It will be quicker to add the button to the system than to type out this message that basically makes it more complex and adds more key presses??????

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    adrian walker commented  · 

    when invoicing on the new invoicing system the standard is set to "Aprove & Email" but it should be set to just "Aprove"?

    This is adding more work and mouse clicks to a busy workload..
    when I want to send invoices by email, I send my invoice pdfs via my business email system so it can be tracked better but also it is better.

    Also I print off invoices that get sent by post in a package or given by hand.

    I am sure many other businesses will be the same, Xero should not assume all invoices are sent by email...!

    I think the top main option should be "APROVE" and then if another option is required then it can be selected.
    OR
    Perhaps have two buttons 1) "APROVE" 2) "APPROVE & EMAIL"

    We need to keep to a simple streamlined work load that is logical.

    adrian walker supported this idea  · 

  2. New Invoicing - Keep Classic Invoicing

    451 votes

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    435 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.

    Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:

    • what’s available in new invoicing right now,
    • timelines for features and enhancements going live in new invoicing, as well as
    • a comparison table between the classic and newer versions of invoicing.

    We'll be updating this page regularly.


    Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.

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    adrian walker commented  · 

    DO NOT SWITCH OFF CLASSIC INVOICING UNTIL WE ARE HAPPY WITH THE CHANGES

    Even though on 30/09/24 Xero said they are working on some of the issues we are ALL complaining about Xero should NOT turn off classic invoicing until we as the END USERS are happy that it is not making us go backwards and costing us all time and money!

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    adrian walker commented  · 

    !! DO NOT TURN OFF THE CLASSIC INVOICING !!
    the new version does not work properly and is not wanted

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    adrian walker commented  · 

    New invoicing is creating more work for my already busy day...
    By making me click through more levels just to get the data I want on the invoice, whereas the old invoice works just fine!!!

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    adrian walker commented  · 

    THE NEW INVOICING DOESN'T WORK PROPERLY!
    it doesn't bring account data through on certain transactions when I use my items but it works fine on the old invoicing..
    this adds to my workload as I have to then remember the account it was assigned to and then manually update it...!!!

    Also it is creating work by making me click through more levels just to get the data I want on the invoice, where as the old invoice works just fine!!!

    adrian walker supported this idea  ·