Settings and activity
2 results found
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19 votes
Hi team, we appreciate the interest in being able to add a planned date when entering a bill in Xero. While this isn't in our immediate plans our team are aware and keeping a close eye of the support for this idea.
While this isn't currently possible when manually entering bills I wanted to highlight our new Quick view and edit feature - If you upload or email bills to create drafts in your organisation you'll find you can use the quick view option to easily add a planned date.
If you don't have the edit option in your bills just yet, this feature is in the process of rolling out and should be with all customers soon. 😊
Andrew Knorr
supported this idea
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15 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
An error occurred while saving the comment Andrew Knorr
supported this idea
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Navigation - Providing some user configurable top level menu items for regularly used pages e.g. I'm often navigating to Draft Bills, there is no shortcut to this page so takes mutiple clicks to get there I'd love to have a placeholder in the main menu for this page (after Contacts) so I can navigate in 1 click. Another example is Reconciling my Checking bank account. Perhaps allow users to define a handful of custom shortcuts fot the same effect to reduce amount of clicks between screens.