Settings and activity

5 results found

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

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   188 comments  ·  For small businesses » Business features  ·  delete…  ·  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. 

   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. 

   … more

   Chantel Van der Walt supported this idea  ·  26 August, 2024

2. Bank rule - Transfer money and Bank fee as 2 lines

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the confirmation Prashant. 

   Although not a direct solution right now, you may be aware that Stripe (one of our providers) has automated capability you can set up like you've described for automated matching. 

   Alternatively, if your payment provider takes a set % of the total sale then with a rule you could proportionally split a transaction. 

   You'll see this option at step 3. of creating a bank rule. 

   Chantel Van der Walt supported this idea  ·  01 June, 2024

3. Invoice - Add notes/comments line item

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

   Hi everyone, understand the difference between a description only line and what's being asked for in the idea here. 

   This isn't something we have planned at present. 

   We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco) 

   Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer. 

   We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share. 

   Chantel Van der Walt supported this idea  ·  16 February, 2023

4. User role permission: Invoice Only Purchases - Assign user to see bills paid

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   submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Chantel Van der Walt supported this idea  ·  16 February, 2023

5. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

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   248 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.

   As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.

   While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.

   Chantel Van der Walt supported this idea  ·  16 February, 2023
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   Chantel Van der Walt commented  ·  16 February, 2023  ·  Edit…  ·  delete…

   I agree - we have the same requirement

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