Settings and activity
2 results found
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367 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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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
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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
An error occurred while saving the comment 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.
An error occurred while saving the comment adrian walker
commented
Your making it sound like your doing us a Favour and were benefitting from all your hard work!! Using phrases like:
"our team is developing"
"further help"
"the work we have going on to help reduce the number of steps"
" it's improved visibility for some of our customers"
"We also have other work in development"
Etc..You and your team might be working hard but your making us work harder and all your doing is trying to fire fight all the issues Xero has created...
It is simple, Turn off the new version and keep with the classic version???
An error occurred while saving the comment adrian walker
commented
Since the start of September Xero switched to new invoicing, so I switched it back to classic, however it doesn't stay the way I set no no no!
Xero keeps switching it back to new invoicing and I have to switch it back again, and again and again...!
so now xero is creating more work for me by making me have to keep switching back to classic each time!!! NOT HAPPY!!!#### D O N O T C H A N G E F R O M C L A S S I C ####
An error occurred while saving the comment adrian walker
commented
There is an old saying: K I S S = "KEEP IT SIMPLE STUPID" NUFF SAID!
adrian walker
supported this idea
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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??????