Settings and activity
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410 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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Lita Sheppard
commented
Please keep it at simply "Approve" and let the user decide what they then want to do with it. I cannot see that the majority of customers would want this. As a bookkeeper with many clients, I know few who would. In my practice I invoice customers monthly and complete and approve all my invoices before checking and doing a bulk email. I do not want to accidentally send an invoice and this is likely to happen under the New Invoicing. If left as is, there will be another extra step to change it to simply Approve
Lita Sheppard
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5 votesLita Sheppard
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Lita Sheppard
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346 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
An error occurred while saving the comment Lita Sheppard
commented
Agree - yet another click added here. Why are Xero adding time to our processes? Keep it at the bottom of the invoice please!
Lita Sheppard
supported this idea
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Keyboard shortcuts to remember are definitely not solving the problem here. As majority agree set Approve as the default and drop down to add other tasks such as email. A lot of invoices are created and sent later/not sent. Simple solution here Xero.