Settings and activity

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1. Bank Feed - Charities Aid Foundation (CAF)

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   55 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminGeorgia Clarke (Admin, Xero) responded

   Hi all, just updating the status of this idea to Accepted here, to align with our new statuses for Xero Product ideas. You can read more about this on our blog.

   We're also pleased to see in your comments here that CAF have introduced QFX file types for downloading transactions - this'll make manually importing more streamlined until a bank feed is made available.

   As per our last update, we appreciate all the interest a feed for CAF has gained and we want you to know this has definitely got attention from our product team, and something they hope to explore in the future however we can't provide any timeframes at this time. I'll be sure to keep you updated of any progress that moves this along. Thanks

   Tracy Morsbach supported this idea  ·  22 July, 2025

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

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   206 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

   Tracy Morsbach supported this idea  ·  12 June, 2024
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   Tracy Morsbach commented  ·  12 June, 2024  ·  Edit…  ·  delete…

   Adding this to the top of the screen disrupts some of the natural flow of reviewing the invoice having to scroll down to see the full information then up to complete approval.

   A critical aspect for us would be being able to select "Approve" as the default aspect rather than "Approve & Email"

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