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.
Thanks for all contributing, and staying plugged into updates on this idea.
Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term.
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.
@Kelly Munro - how can I "Approve and Email" an invoice with your new system when the primary contact in the invoice is "Fred", but when I preview or print or approve and send, the invoice is addressed to "Claire"??
I can send you the screenshots privately of our customer with this example.
It is so unprofessional to send an invoice to someone with the wrong details? Also, in 30 years of business, id say that 90% of the time Staff Member A - ill call him or her the "Bookkepper or Accounts Manager" prepares all the invoices. However, Staff Member B - ill call him or her the "General Manager / Director" actually sends the invoices after their personal review. You cannot have your business "accidentally" sending invoices out to customers because your younger, less experienced staff don't know better or because your super experience bookkeeper / account manager hasn't been privy to a discussion that the Director has had about the invoice being sent?
Put a poll out to your customers, and lets see if the "majority" do indeed want an approve and email as the defauly?
I think the only people who could want this would be small business users / owner operators. Which could be 1-2% of your actually users?
This is madness? Run the Poll / Survey see what happens?
@Kelly Munro - how can I "Approve and Email" an invoice with your new system when the primary contact in the invoice is "Fred", but when I preview or print or approve and send, the invoice is addressed to "Claire"??
I can send you the screenshots privately of our customer with this example.
It is so unprofessional to send an invoice to someone with the wrong details? Also, in 30 years of business, id say that 90% of the time Staff Member A - ill call him or her the "Bookkepper or Accounts Manager" prepares all the invoices. However, Staff Member B - ill call him or her the "General Manager / Director" actually sends the invoices after their personal review. You cannot have your business "accidentally" sending invoices out to customers because your younger, less experienced staff don't know better or because your super experience bookkeeper / account manager hasn't been privy to a discussion that the Director has had about the invoice being sent?
Put a poll out to your customers, and lets see if the "majority" do indeed want an approve and email as the defauly?
I think the only people who could want this would be small business users / owner operators. Which could be 1-2% of your actually users?
This is madness? Run the Poll / Survey see what happens?
Thanks Craig