Settings and activity
2 results found
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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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Marie Clare
supported this idea
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10 votes
Thanks for sharing in community here, Lindsay. Sales invoices and Bills are developed quite separately in Xero and we have a separate idea for the same in Sales invoices across here that you may also like to support.
Atm, we don't have direct plans for this change in either area but we'll keep those interested in each idea updated if there's any news.
Marie Clare
supported this idea
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The default approve feature in new invoicing is 'Save and email' but if Xero is purely a record of a company, not their main source of operation then this feature is inconvenient.
Can there be a setting to change this button to one of the options available e.g. 'Approve & add another' be the button that shows, not by clicking the drop down menu first.
If it is setting then it is completely customisable depending which of the current drop down items the user wants to show as the main button.
This would save a couple of seconds per invoice which would save hours when entering a lot of invoices.