Settings and activity

4 results found

1. Bills to Pay - Ability to filter by Contact Group

   55 votes

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   submitted  ·  20 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Juanita Trimmer supported this idea  ·  23 May, 2024

2. Bills - Payment method shown on Bills (DD, BACS)

   142 votes

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   submitted  ·  47 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Juanita Trimmer supported this idea  ·  23 May, 2024

3. Invoices - Automatically send invoice reminders for all overdue invoices

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Juanita Trimmer commented  ·  25 October, 2023  ·  Edit…  ·  delete…

   yes please! :)
   And none of this having to manually mark an invoice as 'sent' to get it to auto send a reminder!?

   Also with invoice reminders, id like to see the option of 'overdue by x days OR MORE' - so the reminders keep sending, not just once when the date is just right.

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   Juanita Trimmer supported this idea  ·  25 October, 2023

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

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   188 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

   Juanita Trimmer supported this idea  ·  25 October, 2023