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  1. New Invoicing - Typeable dates in Date fields

    286 votes

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    30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

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    Steve Penford commented  · 

    You can now type in the date you require, but first you have to delete the current date, in old invoicing, you just tabbed to the field and entered the required date, which was very much better

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

    367 votes

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    188 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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    Steve Penford commented  · 

    On new invoicing, the approve and add another option is very useful but it would be even better if the user could determine their default option. As a bookkeeper, I enter a large number of historic invoices every quarter, I never want to approve and send, but do want to approve and add another, and another, and another.....

    Steve Penford supported this idea  · 

  3. Invoicing - Add nominal ledger code to supplier invoice report

    5 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Steve Penford supported this idea  ·