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

    385 votes

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    197 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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    Andrew Allan commented  · 

    There's no need to add a configuration, or keyboard shortcuts, or things like that. Simply show the option that the user used previously. If they used "Approve & Email" then show that next time. If they used "Approve and add another" then show that next time.

    That will make everyone much more happy, regardless of which one they prefer.

    Andrew Allan supported this idea  · 
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    Andrew Allan commented  · 

    Sometimes I want to add more than one invoice at the same time, and so I choose the "Approve + Add Another" option in the button dropdown. That's helpful, since it's fewer clicks and fewer page loads. But for the second invoice form, the button stays with "Approve" and I need to click the small dropdown arrow and go into the button menu again and select "Approve + Add Another", and repeat this for every invoice that I add.

    I think if someone selects "Approve + Add Another", then the second invoice form should have "Approve + Add Another" as the default choice. This will make adding lots of invoices a little bit easier and faster.

  2. Bills - Ability to set a default for 'Approve and Add Another'

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    5 comments  ·  For small businesses » Business features  ·  Admin →
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    Andrew Allan supported this idea  ·