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1. Invoices and Bills - Use cursor keys instead of mouse or tab

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   13 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for continuing to share feedback on this idea.

   We understand that customers have different needs when working in Xero, and we’re continuing to keep accessibility options, including keyboard navigation, front of mind as we develop.

   In new invoicing, you can use Tab to move through all invoice fields and actions, including Save and Approve. We’ve also added keyboard shortcuts for key actions, which you can learn about in-product or in our Tips and shortcuts article.

   For bills, our newer quick view tool (eye icon) uses a similar line item design to invoices, and Tab navigation is available there as well.

   This will be especially helpful if you’re using connected apps, or the upload to bills or email to bills features, to automatically create transactions.

   We appreciate this still leaves a gap if you manually enter new bills, and we’ll continue monitoring interest here and share any further updates when we can.

   Hi team, thanks for continuing to share feedback on this idea.

   We understand that customers have different needs when working in Xero, and we’re continuing to keep accessibility options, including keyboard navigation, front of mind as we develop.

   In new invoicing, you can use Tab to move through all invoice fields and actions, including Save and Approve. We’ve also added keyboard shortcuts for key actions, which you can learn about in-product or in our Tips and shortcuts article.

   For bills, our newer quick view tool (eye icon) uses a similar line item design to invoices, and Tab navigation is available there as well.

   This will be especially helpful if you’re using connected apps, or the upload to bills or email to bills features, to automatically create transactions.

   We appreciate this still leaves a gap if you manually enter new bills, and we’ll continue monitoring interest here and share any… more

   Anne-Marie Morton supported this idea  ·  06 November, 2023
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   Anne-Marie Morton commented  ·  06 November, 2023  ·  Edit…  ·  delete…

   Would be great to be able to use the tab key when allocating a credit / customer overpayment to outstanding invoices and would like this added to the list too.

   We encourage trade customers to pay one monthly total for their invoices which records as an overpayment I then allocate. It really slows down the allocation by having to click the mouse to select a new invoice after using the number pad to enter the amount I want to allocate. Sounds very petty but when you are processing a multitude in one go, it becomes very irritating and laborious moving frequently between the number pad and the mouse! Also, it makes my hand ache which doesn't seem to happen if I am solely using a mouse or the keyboard.

   A better suggestion would be to include a tick box to select invoices you wish to fully allocate using the mouse which automatically completes the number field. That way you can whizz down the list quickly without any number typing at all and allocation would be speeded up considerably. Or for those wishing to solely use a keyboard, tabbing between the tick boxes and selecting a key such as 'Y' to include the invoice could be a solution.

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