Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

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.

395 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Peter May shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
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. 

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.

  • Caroline Miles commented  ·   ·  Report

    Invoices – the default for a DRAFT invoice should be a single action e.g. “Approve” and not “Approve & Email”.

  • Amanda Gregg commented  ·   ·  Report

    Critical. Quite often the creator has steps to follow before emailing. It's not up to the manager to send invoices. Its not their core function. Please fix this.

  • Nick Unwin commented  ·   ·  Report

    +1 we rarely send invoices from xero. Instead share the link in the email trail

    Vote +1 to keep Classic Invoicing

  • Warrick Hanbury commented  ·   ·  Report

    The new Invoicing is slowing down our efficiency, Why can't there be both ?

  • Claire Cotten commented  ·   ·  Report

    I'm not sure if this has already been mentioned in this thread, there are so many comments going through at all times! But there is a feedback survey hidden on the new Invoicing page, which I encourage everyone to go into and fill out, too. If you click "Tips and Tricks," there is a link underneath it titled "We'd Love to Hear From You!" It is a one-question feedback survey asking how satisfied you are with the new Invoicing, and it provides a paragraph box where you can type why you are happy or unhappy.

1 2 4 6 … 10 11