Settings and activity
2 results found
-
14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
An error occurred while saving the comment -
408 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.
…
Philip Brookes
supported this idea
·
An error occurred while saving the comment Philip Brookes
commented
We have 200+ invoices per month that need to be Approved and DEFINITELY not invoiced (they're already uploaded to the NDIS through another process, and it wreaks havocs when clients receive invoices they're not expecting). A default to approve only and only email if consciously selected is definitely the way to go. Another friend's business also don't like sending individual emails to a client who receives 10 invoices per month - instead, they download all the PDFs and attach them to a manually created email and send them through. Then, when the client pays one invoice but says "Oh I didn't receive that other invoice" they know it's not the case.
The key here is to give businesses control over our processes rather than forcing us to conform to your preferences. You don't know our business, you don't know what we want, and you absolutely should not be defaulting to an email option when so many business still don't want to/need to email out an invoice from Xero.
At present, the New Invoicing just simply isn't working (reliably). It frequently doesn't load properly - e.g. Tracking Category columns don't show up, reload the page and they'll show up when they feel like it. We import lots of invoices and then need to make tweaks and adjustments before Approving (usually without emailing, though some do get emailed). We can open an invoice, go through 70 line items making corrections, and then get to the end and discover none of the AJAX is working properly and we can't save, Approve, or email. 2 days of invoicing is taking 4 days. Also finding that changing a contact on the invoice can change all the accounts for each line item and you've only got a few seconds to notice and click "Don't Apply". Also, if you change the customer on the invoice it will autosave (when working as designed) and even if you just jump out of the screen you've now lost the original customer name. It should only save if we choose to save it, not before. We used to be able to return to Business > Invoices > Draft and start from scratch again with all the original information intact.