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

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   197 comments  ·  For small businesses » Business features  ·  Delete…  ·  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. 

   Thanks for all contributing, and staying plugged into updates on this idea. 

   Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term. 

   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. 

   … more

   Shrabean Singh supported this idea  ·  Feb 8, 2025
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   Shrabean Singh commented  ·  Feb 8, 2025  ·  Delete…

   Hi Kelly,

   Got to love how Xero have made the 'Invoice' entry screen worse and then ask us to make product suggestions to fix their ups. Typical product designers and programmers who have never used their product and don't listen to their own users before making so called improvements.

   How about consulting with a wide group of users of what is essential and what isn't, and spending time with users who actually use the invoice entry screen regularly to see how they use it, their workflow and invoice volume, before making wholesale changes because something is 'cool' from a programmers point of view, or easier to get data into from external plugins etc. What a bunch of clowns and that's unfortunately insulting clowns.

   Edited by Community Manager to remove inappropriate language

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