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

    369 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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    Mark Ashworth commented  · 

    Make this button configurable to have it as approve and add another if this is ones preference rather than default to approve and e-mail.

    Mark Ashworth supported this idea  · 

  2. Sales invoices - Option to turn off prompt for allocating available credit

    7 votes

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  Admin →
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    Mark Ashworth commented  · 

    I agree this is unhelpful as 99% of the times it tries to allocate itself it is to the wrong invoice, even if part of same group/organisation. It is just too clumsy and should be an option not an annoying constant irritation with each invoice.

    Mark Ashworth supported this idea  ·