Settings and activity
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18 votes
Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I…
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Lyn Hill
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2 votes
Would be good to get an example of a specific report you're drilling into, Lyn. You should be able to click the back button on your browser to return to the previous page / report you're on.
Alternatively, right click and opening the drill down figure in another tab may also be useful here 🙂
Lyn Hill
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62 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
Lyn Hill
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433 votesLyn Hill
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31 votesLyn Hill
supported this idea
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64 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Lyn Hill
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2 votesLyn Hill
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When creating invoices, i would suggest MOST companies do these in bulk rather than raising one individual invoice then go to do something else. I raise my monthly invoices on the same day usually.
So to create an invoice is fine,but to have to click into "save & close" in order to get into "save and add another" is extra clicks / click heavy.
I think most businesses would benifit from less clicks and have the "save & add another" as the default...rather than the save & close option