Settings and activity
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3 votes
Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
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Lisa Hunt
supported this idea
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367 votes
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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An error occurred while saving the comment Lisa Hunt
commented
I have two clients who enter their sales invoices manually and don't need to send them to clients. They both HATE the new invoicing and although I am trying to encourage them to get used to it, it is a hard sell. The extra time to add the contact and approve and email is of no benefit to anyone. We need the option to unselect these options.
Lisa Hunt
supported this idea
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I particularly need to turn off the autosave. We use A2X to import sales and I consolidate the transactions before approval. If I make a mistake consolidating the numbers then the autosave is a real hinderance.