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

    417 votes

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    207 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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    Brett Randall commented  · 

    Not all of our users will have the dexterity in the left-hand for that three-button press. Just put an option there to set the default. As a dev, I can tell you and your team: it's dead simple. Hour's work, and you're done. Stop assuming the accessibility needs of your customer-base.

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    Brett Randall commented  · 

    Kelly, watch that vote counter keep going up... keyboard shortcuts don't work for everyone. An "Approve" button is essential.

    Brett Randall supported this idea  · 

  2. Invoice - Prompt Payment / Settlement Discount

    390 votes

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    submitted  ·  119 comments  ·  For small businesses » Business features  ·  Admin →
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    Brett Randall supported this idea  · 

  3. Invoice/Bills: Notifications - Reminder Invoice/Bill becomes due

    222 votes

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    78 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.


    Brett Randall supported this idea  ·