Settings and activity
7 results found
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14 votes
Scott Osburne
supported this idea
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18 votes
An error occurred while saving the comment An error occurred while saving the comment Scott Osburne
commented
And please allow "." as a date separator, not just "/".
Scott Osburne
supported this idea
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306 votes
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.
An error occurred while saving the comment Scott Osburne
commented
I received this reply:
"Idea: Payment screen in New Invoicing
Hi all, in new invoicing you should be able to Tab to any of the fields on the page including the Add Payment button. Alternatively, using the shortcut Ctrl-Alt-Y will open the payments modal.Once this opens it'll default to the Amount Paid field, and you can Tab across to the Date field. Pressing Enter, space bar, or the down arrow will open the calendar picker, and you can Tab, then use the arrow keys to select the date you want.
If you're not getting this same behaviour we'd recommend raising a case with our Xero Support team through Xero Central where we can get a closer look with you 1:1."
It's too bad that the Product Team doesn't know how the product actually works. I j just tried this again and in the "Add Payment" window, you can only tab between the Amount Paid field and the Reference field. You cannot tab to the Date field or the Account field. It requires a mouse click.
An error occurred while saving the comment Scott Osburne
commented
In the payment screen in New Invoicing, it is not possible to tab to the date field. Why??!!! Why must I take my fingers off the keyboard and engage the mouse to get to the date field or to the bank account field? Why can't I tab to the date field and enter the date from the key board and then tab to the bank account field and enter the account number? This was standard data entry in Classic Invoicing.
Scott Osburne
supported this idea
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3 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 Scott Osburne
commented
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.
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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36 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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20 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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383 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.
And move the Add Payment function back to the invoice screen. Why must we open another window, with ANOTHER mouse click, to add the payment. And, also, if it has to remain a separate window don't shade out the window behind. it's so faint that I can't see the invoice date very well (in the small font that I have to use in order to see the entire invoice window on my screen...another complaint about this terrible system).