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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Tara Broderick commented
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
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
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Sing Lee Lim commented
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.
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Astrid Roe commented
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
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Sarah Watene commented
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
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?
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Andrew Rich commented
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.
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Monique van de Elzen commented
The Approve and Email function is seriously annoying for me, so much so, that I am currently looking at a different system.
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Kathy Skinner commented
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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Serge Zebian commented
"Through testing we found that majority of our customers would Approve and email"
WTF. Please fix the button to just "Approve" then I would recommend getting another testing cohort lol
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Caroline Miles commented
Can the default be changed?
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Caroline Miles commented
Invoices – the default for a DRAFT invoice should be a single action e.g. “Approve” and not “Approve & Email”.
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Amanda Gregg commented
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.
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Nick Unwin commented
+1 we rarely send invoices from xero. Instead share the link in the email trail
Vote +1 to keep Classic Invoicing
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Warrick Hanbury commented
The new Invoicing is slowing down our efficiency, Why can't there be both ?
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Claire Cotten commented
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.
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Jackie Townsend commented
Kelly Munro - Please listen to the comments here... again I'm not sure about who was included in your "testing", but it is crazy to "approve and email" in one step. As many have said here, most businesses have split responsibilities in the Accounting Department, so that one person will create and approve the invoice, a Manager will then approve and email the invoice on out. It's that whole division of responsibilities concept for security purposes.
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Warrick Hanbury commented
I need the "approve" only button. as one the Invoices have been approved only. The amounts are then re-checked with out having to open every one of them and all invoices are selected then emailed out as a bulk as we have multiple Invoices for the one customer which relates to each job.
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Craig Rowston commented
@Kelly Munro - how can I "Approve and Email" an invoice with your new system when the primary contact in the invoice is "Fred", but when I preview or print or approve and send, the invoice is addressed to "Claire"??
I can send you the screenshots privately of our customer with this example.
It is so unprofessional to send an invoice to someone with the wrong details? Also, in 30 years of business, id say that 90% of the time Staff Member A - ill call him or her the "Bookkepper or Accounts Manager" prepares all the invoices. However, Staff Member B - ill call him or her the "General Manager / Director" actually sends the invoices after their personal review. You cannot have your business "accidentally" sending invoices out to customers because your younger, less experienced staff don't know better or because your super experience bookkeeper / account manager hasn't been privy to a discussion that the Director has had about the invoice being sent?
Put a poll out to your customers, and lets see if the "majority" do indeed want an approve and email as the defauly?
I think the only people who could want this would be small business users / owner operators. Which could be 1-2% of your actually users?
This is madness? Run the Poll / Survey see what happens?
Thanks Craig
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Katherine Ward commented
It is very common for invoices to be approved by one person in a business, but emailed out by a different person (for checking correct email address and using different email template options for example). So now we have to click more times to find the "approve" button. Please introduce ability to change the default button - this would give us choice and suit everyone's needs.