Settings and activity

4 results found

1. Bills - Highlight bills due to be paid by Direct Debit

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   submitted  ·  8 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accounts EALearning supported this idea  ·  26 February, 2025

2. Invoicing - Add Payment details on invoice screen

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   338 votes

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   63 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

   We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

   Accounts EALearning supported this idea  ·  26 February, 2025

3. Invoicing - Remember default settings

   402 votes

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   31 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing. 

   Lastly, but also of importance in this idea is that we have released a new line item grid, where along with other improvements we've renamed the button for column selection so you can now see if there are hidden columns, and your last selection will be retained - we know this was causing some strife for customers and this release will resolve this issue. 😊

   Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero. 

   Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience. 

   As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings. 

   Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked… more

   Accounts EALearning supported this idea  ·  26 February, 2025

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

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   202 comments  ·  For small businesses » Business features  ·  delete…  ·  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. 

   Thanks for all contributing, and staying plugged into updates on this idea. 

   Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term. 

   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. 

   … more

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   Accounts EALearning commented  ·  03 February, 2025  ·  Edit…  ·  delete…

   Respectfully, this is not a solution to the problem that has been created. Please just put the default back to Approve only, or at least give us the option to choose our default.

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   Accounts EALearning supported this idea  ·  15 November, 2024