Settings and activity
46 results found
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16 votes
Annie Thorne
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34 votesAnnie Thorne
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367 votes
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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An error occurred while saving the comment An error occurred while saving the comment Annie Thorne
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Make it a user configurable option. Problem solved. Bonkers that we have to keep yelling about this.
Annie Thorne
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51 votesAnnie Thorne
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330 votes
An error occurred while saving the comment Annie Thorne
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Yes, yes, yes! I'm in agreement with both of these points.
Annie Thorne
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4 votesAnnie Thorne
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662 votes
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.
An error occurred while saving the comment Annie Thorne
commented
The history and notes field in 'new' invoicing is hopeless - a long list of meaningless "edited" (thanks, autosave). And then, because 99% of my invoices aren't sent from Xero I get "Invoice has been unmarked as sent." which is an absolute lie as it was never marked as sent in the first place.
Thankfully it's just me in my business, so it's not particularly relevant, although I suspect the one time I actually need accurate date to resolve some kind of issue I'll be cursing madly. Heaven help the bigger teams who need this to be accurate to be able to comply with their business regs.
Annie Thorne
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2 votesAnnie Thorne
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30 votesAnnie Thorne
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396 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
An error occurred while saving the comment Annie Thorne
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@Claire Parker, I don't know that they are focusing on tiny sole trader businesses - I mean, I'm just me in my business and I absolutely loathe the changes they are implementing. It's awful to use, not fit for purpose. No idea which small business would want this inflicted upon them, truly.
An error occurred while saving the comment Annie Thorne
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Echoing @Raewnyn Dawson's comment about the item drop down - the current view is terrible and adds extra time and faff to the process. Another crackers "improvement" that I can't get my head around.
Who tested this? Who approved it?
BonkersAnnie Thorne
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378 votesAnnie Thorne
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44 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
Annie Thorne
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247 votesAnnie Thorne
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37 votesAnnie Thorne
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218 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Annie Thorne
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50 votesAnnie Thorne
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14 votesAnnie Thorne
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9 votesAnnie Thorne
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25 votesAnnie Thorne
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5 votes
We appreciate for many small businesses having more information about connected apps pricing is important when making and choosing solutions for your business.
While this isn't currently available, it's something our team are looking into surfacing through the Xero App store.
There's a bit of work to go into it, but we'll keep you updated of any progress for this here. 😊
Annie Thorne
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Shortcuts? This is not what has been requested. What has been requested is quite simple - leave the function that is currently available in 'classic' in place in 'new'.