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

    395 votes

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    201 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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    Cheryl King commented  · 

    Our invoices are emailed out together. They get approved at a different time to being sent. Please have the two buttons.

    Cheryl King supported this idea  · 
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    Cheryl King commented  · 

    I agree with all the others on here. Please let the company choose - approve or approve and email, we don't want the approve and email to be the only option.

  2. Bills - Resize the PDF doc preview

    29 votes

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    submitted  ·  10 comments  ·  For small businesses » Business features  ·  Admin →
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    Cheryl King supported this idea  · 

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

    55 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Cheryl King supported this idea  · 

  4. New Invoicing - Alert if the contact has available credit

    112 votes

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

    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

    Cheryl King supported this idea  ·