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

    367 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. 

    …

    Wen Xiangyang supported this idea  · 
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    Wen Xiangyang commented  · 

    Can you please consider allow user to set default options to action on the invoice -

    For example, on the top right corner of invoicing screen, changing 'Approve & Email' to 'Approve' as default, changing 'Save & add another' to 'Submit for approval' as default.
    For bookkeepers who deal with historic data, we do not need to 'email' customer the invoice.

    We would like to approve the invoice by one click, not to click 1 - change ' approve and email' to ' approve', click 2- 'approve'.

    Thank you.

  2. Hubdoc - Convert bank statement to csv file

    275 votes

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    49 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).

    Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.

    For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!

    Wen Xiangyang supported this idea  · 

  3. Hubdoc - Bulk edit supplier configurations

    11 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Wen Xiangyang supported this idea  · 

  4. New Invoicing - Add Payment details on invoice screen

    291 votes

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    submitted  ·  49 comments  ·  For small businesses » Business features  ·  Admin →
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    Wen Xiangyang supported this idea  ·