New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
Can there be a system setting which controls the default option on Invoices for the Approve button.
It is currently Approve & Email and we would like to have the default as just Approve.
If it was a system setting companies could chose best option for them.
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
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Jennifer Tryggvason commented
Annoying and time wasting on a daily basis - use should be able to choose the default for the approve button or have it default to just "approve". It makes more sense to have to click more to do more, not click more to do less.
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Gaynor Perkins commented
I would definitely like the 'approve and email' not to be the default. Please re-instate the 'approve' especially due to the amount of votes on this post!
From a coding perspective - this would take minutes to implement...
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Robert McGrath commented
Having an accessibility function to change the default is not difficult from a coding perspective. This should not be an issue. Very disappointing
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Graeme Rose commented
This is driving me nuts! Running out of time for the classic invoicing option and still no changes have been made. Xero please can you at least give us the option just to approve like it used to be?
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Jim Morris commented
Nope, I hate "Approve and Email". Either make it just "Approve" or give us the option to set our own default.
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Kathy Skinner commented
NO DEFINITEY DO NOT like the option.
Kelly claims through testing they found the majority do email straight away more likely a minority but they are never going to admit they have stuffed up Xero in a big way from what it started out as.Who is the majority and what line of business are they from as they should say as maybe it is suited to some type of businesses but it doesn't work for every business.
Never in all the years have I been using Xero do I send the invoices out straight away.
They are double checked first as sometimes changes have to be made afterwards, and it's a nuisance when you have to then either re-send it with the changes or even if you cancel that one then send a new one entirely as they then sometimes think they've been invoiced twice even though you have told them ignore the first invoice.This option is a big failure and they shouldn't have done this. Who are they actually listening too in the end? Seems no-one of any significance especially the majority of users.
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Abby Stewart commented
Does anyone at all prefer the "Approve & Email" button?
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Kathy Skinner commented
I spoke to someone the other day who knew the original developers of Xero and knew what was needed, he agrees that these ones that are now doing the so called upgrades have no idea about how things need to work from an accounts side if not actually using it all the time.
Xero is slowly going backwards not forwards ever since it was sold yet they increase their prices every year for something that is getting less user friendly because they want pretty not functional and really don't care about their everyday users.
If they did they would be implementing everything that was in Classic and then looking at improvements from there.
All we get is gaslighted - all the recent changes across it are or weren't asked for then Kelly has the cheek to say that publishing of the GST returns is not in the immediate plans to bring it back but may be in the future.
I still won't use new invoicing until I have no choice in the matter and it definitely should be pushed out further until everything is sorted that is wrong with it. -
Jack Scanlan commented
less than a month until you delete classic invoicing and this still hasnt been implemented, along with all the other critical suggestions on the support page, either extend the deadline or make your dev team work
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Rebecca Fraccaro commented
Everyone is very correct in their assessment of this situation - we have our own platform to email our customers their invoice, which goes hand in hand with an ordering system with other order details the customer needs to review and approve. Having to choose Approve, instead of Approve and Email, every time we input an already paid invoice into xero, is a massive time waster for us.
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Neil O’Brien commented
I appreciate there may be a drive to keep the invoicing page clean and simple, but there's currently plenty of room to have an "Approve & Email" AND an "Approve" button if it's proving so difficult to code in the option to pick your own default. There's going to be uproar if classic invoicing is removed without some kind of fix in place. This thread started nearly a year ago and no progress has been made?!
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Steve Penford commented
On new invoicing, the approve and add another option is very useful but it would be even better if the user could determine their default option. As a bookkeeper, I enter a large number of historic invoices every quarter, I never want to approve and send, but do want to approve and add another, and another, and another.....
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Steph Burnett commented
'we're listening to your feedback and looking into how we can improve efficiency and speed things up' - this phrase seems to be the Xero version of 'sorry not sorry'
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Emma Lowther commented
We sell online and then enter in xero. Our customers have already paid when we invoice them so why would I want to approve and email an open invoice when it has been paid. Why is it so many clicks to do anything!
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Uta Bauer commented
The ability to choose which action is the default clearly is a major oversight. I would hazard a guess the beta version is tested on very vanilla businesses. It is clear this affects quite a few and unless its 100% do it this way, the option to choose should have been built in. Yes far too many clicks and having to move the mouse more to get to functions. takes up more room on the screen so you see less.
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Mary O'Riley commented
Apparently I too am one of the 'minority' that do not 'approve & email' at once. Bring back the 'approve' button please. So many buttons placed all around the screen, so much scrolling and clicking to get even the simplest of things done. At least bringing back the 'approve' button would be a step in the right direction ... of keeping your paying customers happy.
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Nicholas Phillips commented
The Xero advice suggests that 'Approve and Email' can be changed. "Choose an action such as Approve & email your invoice in just one click". If 'Approve and Email' is the only option then why use "choose" and "such as" in the sentence. Seems contradictory to say here that there's no plans to change the default option!!
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Richard Bergen commented
Simply have an Approve button, and a separate Approve and Email button. There are many Xero users, and we are NOT "One size fits all"
The flexibility to adjust the accounting software to our individual business is needed. -
Robert Game commented
At least one of my bookkeeping clients can't deal with the new invoicing screen, and has started looking into moving to Quickbooks. For the rest, its just going to make everything take longer, and cause a whole bunch of mistakes and grief in the teething stage.
Feels as though this is a move designed to improve things that use Xero for everything, to the detriment of people who use other software for parts of the invoicing process (e.g. invoices are e-mailed directly from the POS software) I guess that must be an intentional business decision, but it seems odd to deliberately leave Quickbooks as the only real contender for people who want some parts of the process but don't need everything?
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TF Coaching commented
The ability to do this is critical for our business.
Approving and sending invoices are different processes that need to happen on different days in our workflow, and I'm dreading the inevitable misclick and inappropriately early send of an invoice that's going to result with the new Xero layout. This is genuinely a relationship damaging mistake that Xero's new layout has made almost inevitable. Please make this a company setting. Everyone has a different workflow; allow for it.