Settings and activity
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22 votes
Scott Osburne
supported this idea
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18 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
An error occurred while saving the comment An error occurred while saving the comment Scott Osburne
commented
Xero allows "." as a date separator in all modules except for New Invoicing where a "/" is required. This is inefficient 10-key entry. Allow either a "." or a "/".
Scott Osburne
supported this idea
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38 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Scott Osburne
supported this idea
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21 votes
An error occurred while saving the comment Scott Osburne
commented
This would be such a simple import requiring 4 fields:
Invoice #
Payment Amount
Payment Date
Bank AccountIn a perfect world, the invoice import function could allow an "approved" field and include the payment info directly on the invoice import. Many of us use other, specialized systems (attorneys, for example) and just use Xero for accounting.
Scott Osburne
supported this idea
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403 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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Scott Osburne
supported this idea
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An error occurred while saving the comment Scott Osburne
commented
it just seem that Xero is not really listening to clients. I don't know who was tested, but it wasn't me.
New Invoicing: Date selector enhancements only work for the current month. For example, on Feb 1, I cannot enter 01.31 or 31 to get an invoice for Jan 31. I am forced to enter "01/31". This is inefficient. Please provide the date entry as exists in Classic invoicing. For the US, I can enter "01.31" to get Jan 31 in the current year. If I want the prior year, I can enter "12.30.24". I don't want to have to enter "/" as a date separator nor do I want to waste time picking the date from the calendar.