Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

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

    385 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    198 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    …

    Susan Tito supported this idea  · 

  2. New invoicing - Add lines button

    475 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    59 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Susan Tito supported this idea  · 

  3. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    709 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    157 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Susan Tito supported this idea  ·