Settings and activity
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41 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
Andrew Knorr
supported this idea
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16 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.