Settings and activity
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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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The ability to do this is critical for our business.
Approving and sending invoices are different processes that need to happen on different days in our workflow, and I'm dreading the inevitable misclick and inappropriately early send of an invoice that's going to result with the new Xero layout. This is genuinely a relationship damaging mistake that Xero's new layout has made almost inevitable. Please make this a company setting. Everyone has a different workflow; allow for it.