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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.

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Peter May shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Tarryn Hamilton commented  ·   ·  Report

    I would love to only have the approval button as our invoices are emailed from a POS system. We don't send them from Xero. Please bring the approval button back!

  • Wendy Angliss commented  ·   ·  Report

    What about the scenario where a manager approves invoices. They don't create or issue invoices. That relationship lies with other team members.
    Also i no longer seem to be able to see the quantity in stock? Has this been removed? If so why? If not how do i get it back? thx.

  • Emily Aspden commented  ·   ·  Report

    Too many clicks in new invoicing.
    'Through testing we found that majority of our customers would Approve and email an invoice at once'.
    And yet so many don't. Why not just add the option for each customer to choose what their default should be?

  • Claire Parker commented  ·   ·  Report

    Another bug to report...when you type in the first few letters of the contact it brings up other contact options with absolutely no bearing on the letters typed. Thereby causing an extra couple of clicks to select the correct contact. I've never ever experienced a search option so flawed.

  • Dennis Cole commented  ·   ·  Report

    The new invoicing is absolute rubbish.
    1. This issue ^^^^
    2. Can't type date in date field when adding a payment
    3. When typing an account, if there's only 1 selection, have to press down, then enter.
    4. Cancel button is before Add.

    New invoicing does nothing but add more clicks, keyboard presses, and frustrations.

  • Samantha Klimecki commented  ·   ·  Report

    I agree. I don't mind having to change the default on my first invoice upon logging in each day, but it would be nice if my selection could be remembered.

  • Abby Stewart commented  ·   ·  Report

    No updates on this, Xero? I have not seen anyone who prefers the default being "Approve & Email." This would be such an easy fix to make your customers a little more happy with the invoicing. Either make the default "Approve" or make it an option for us to choose.

  • Polly Hutchison commented  ·   ·  Report

    How about when there is no email listed in the contact it just approves -- is this something you can do? We do so many Shopify invoices and thus the Approve is all we need. It's very frustrating to have the vast... vast... majority of our invoices need extra clicks. Also -- WHY default to tax inclusive? I have the contact set correctly, but Xero does it inclusive EVERY time. thanks. I'll look for this in other topics.

  • Tara Broderick commented  ·   ·  Report

    How do I "Email" an invoice to Ariba, or Coupa, Or Oracle? Wait, I can't! Stupid idea to put both of these buttons together. Stupider idea to take away the reporting of the invoice history as well.
    If I ran my business this way, I wouldn't last a week.

  • Sonia Thompson commented  ·   ·  Report

    I think majority of people understand that, just asking for the option to set your own default. From many comments on this topic, that are a large number of people would like this function and "Approve & Email" WOULDN'T be their default option

  • Sing Lee Lim commented  ·   ·  Report

    The new invoicing defaults to approve and email and every time I have to select the drop down menu and change the setting to Approve. It is wasting my time and prefer the old invoice templates as it required lesser mouse clicking and I could quickly tab through and complete the invoice.

  • Astrid Roe commented  ·   ·  Report

    I have voted to make Approve the default

    Also, why did you remove the ability to drop invoices into the screen... less steps the better

  • Sarah Watene commented  ·   ·  Report

    Getting to the point were you are ready to approve after managing to input the invoice via new invoicing in itself is quite an achievement, yes just approve would be great.
    Don't like new invoicing at all, its a poor additional to something that worked so well before.

  • Graeme Rose commented  ·   ·  Report

    This is a nightmare for businesses like ours that create loads of invoices at once. We need to approve each one and then batch email otherwise it adds lots of extra time to the process. Please can you change this back to how it was?

  • Andrew Rich commented  ·   ·  Report

    Find it hard to believe Approve and EMail is the preferred option by the majority or users. Perhaps the highest $$ subscriber!

    Best option would have been a company setting to set the default. As a developer I find it unbelievable that this is not achievable and that it would even be difficult.

  • Monique van de Elzen commented  ·   ·  Report

    The Approve and Email function is seriously annoying for me, so much so, that I am currently looking at a different system.

  • Kathy Skinner commented  ·   ·  Report

    Their majority is what they decide it is - unless it's based on their developers/IT who don't actually use the program in everyday life.

    How about you survey all your customers on this not do it based on a majority - bet you there would be way more against the approve and email option than they are saying.

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