Settings and activity
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3 votes
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Caroline Miles
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2 votesCaroline Miles
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55 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
An error occurred while saving the comment Caroline Miles
commented
New invoice screen – COA details can’t be read easily. The account code below, there are many that began with “Contractor P” – why can’t some “space” be given to fitting the full data in a wrap fashion. It is ALSO a hassle to click in the Account cell and then not even be able to land at the position of the account already entered to see the other options are available in the same location. Having to scroll all the way through again or type in the word is a time waster.
Caroline Miles
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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 Caroline Miles
commented
Can the default be changed?
An error occurred while saving the comment Caroline Miles
commented
Invoices – the default for a DRAFT invoice should be a single action e.g. “Approve” and not “Approve & Email”.
Caroline Miles
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2 votes
An 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.
Caroline Miles
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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?