Settings and activity
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721 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
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Ayden Aitken
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54 votesAyden Aitken
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395 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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Ayden Aitken
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Echoing what so many others seem to be saying:
The fact that re-sending emails (to the same or to new addresses) doesn't include a proper note line to say it has been sent and who it has been sent to, but instead just has that it was Edited/Updated is unacceptable.
This is a vital piece of information to have access to, as a check and something that can be proved later down the line.
This absolutely HAS to be in before we are all forced to stop using Classic Invoicing and are made to use only the new invoicing, many of us against our will.