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  1. Bills - Filter and view bills by tracking category

    95 votes

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    submitted  ·  36 comments  ·  For small businesses » Business features  ·  Admin →
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    Shervin K supported this idea  · 

  2. New Invoicing - Option to switch Autosave off

    437 votes

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    238 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.

    Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.

    We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.

    Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.

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    Shervin K commented  · 

    I don't like this not being toggleable. Too many drafts lingering around and if you delete them, you've already incremented the invoice number.
    Why are most of these "improvements" lately not improvements but new quirks?

    Shervin K supported this idea  · 

  3. Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    405 votes

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    206 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Shervin K commented  · 

    When you have to do the same task over and over, one additional click per rep is too many. An option is needed to choose which Approval method is default for the currently logged-in user.

    Shervin K supported this idea  ·