Settings and activity
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384 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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Christine Royce
supported this idea
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69 votes
An error occurred while saving the comment Christine Royce
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This original post was posted over 2 years ago and this feature still hasn't been put into place. Why? Not applying these ideas is a good way to get people to change to QBO. This makes a big difference when a client requests it. The time and money spent having to add this in manually adds up.
Christine Royce
supported this idea
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I'm very confused as to why when updating the platform, Xero didn't pull over the settings/defaults we were allowed to select and instead removed several of these. It seems to be that Xero downgraded the system rather than upgrading it. They've also taken away the ability to connect with other Xero accounts when emailing an invoice. The network key between Xero accounts doesn't show as an option anymore. We found a work around, but it's an extra few steps. We used to be able to select send the invoice where you had the option to check off whether the network should be connected or not. Now, in order to sync an invoice into another Xero login, you have to approve the invoice, go back to invoices, awaiting payments, check the box next to the invoice, then send it. This is crazy. And with this updated platform, why didn't Xero make the update so we can use a cash account when creating a journal entry. QuickBooks allows it.