Skip to content
← For small businesses

Enter your idea

For small businesses: Business features

Categories

(thinking…)

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.

365 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
  • Annalee Boakes commented  ·   ·  Report

    Agree with this idea, and would be better to be able to change the default 'approve' option because we would prefer the approve and add another button as default.
    Same goes for the 'save' options on new invoicing.
    Also in quotes - change the default 'save' and 'send' options.

  • Brett Saunders commented  ·   ·  Report

    We are using Service M8 and we send invoices across to Xero for emailing to the customer.
    Rather than having to go into Xero at the end of each day and manually email those invoices to the customer, we would rather have Xero automatically approve and email those invoices to the customer. Thank you for considering this suggestion.

  • David Bonafiglia commented  ·   ·  Report

    automatic invoice email sending to costumer email from shopify orders

  • Andrew Allan commented  ·   ·  Report

    Sometimes I want to add more than one invoice at the same time, and so I choose the "Approve + Add Another" option in the button dropdown. That's helpful, since it's fewer clicks and fewer page loads. But for the second invoice form, the button stays with "Approve" and I need to click the small dropdown arrow and go into the button menu again and select "Approve + Add Another", and repeat this for every invoice that I add.

    I think if someone selects "Approve + Add Another", then the second invoice form should have "Approve + Add Another" as the default choice. This will make adding lots of invoices a little bit easier and faster.

1 2 … 6 7 8 10 Next →