Settings and activity
3 results found
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3 votes
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Caroline Miles
shared this idea
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438 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
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Caroline Miles
commented
Can the default be changed?
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Caroline Miles
commented
Invoices – the default for a DRAFT invoice should be a single action e.g. “Approve” and not “Approve & Email”.
Caroline Miles
supported this idea
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Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page
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Screenshot%202026-02-10%20100310.png 3 KB -
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Screenshot 2024-08-14 135509.png 5 KB -
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Xero example 1.png 6 KB -
Xero Page number banner.pdf 11 KB -
Screenshot 2023-08-16 133534.png 6 KB -
Screenshot 2023-04-20 125114.png 7 KB
88 votesAn error occurred while saving the comment
Caroline Miles
commented
I reconcile for many clients and the ability to do this quickly is now hampered by the fact I wait until I know which way the screen will roll before I click my next matched transaction.
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Caroline Miles
commented
Bank reconciliation screen: Why now, when reconciling, the page shifts down from the top! Shifting up from the bottom would make more sense and be less confusing. I reconcile from the latest and scroll down the page, but the page shift affects the ability to find my place for the next transaction down the list to reconcile. Often, I reconcile a wrong item as the screen header rolls down not up after I have reconciled a transaction. I find I always must readjust my vision. Very annoying.
Caroline Miles
supported this idea
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New invoicing - need to see net GST total.
Importing RCTI's. The email correspondence shows a net GST amount. But the import to New Invoicing shows the split GST values for negative and positive values see below screenshot. Is it possible that we can select to see the Net GST figure?