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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.

367 votes

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Peter May shared this idea  ·   ·  Report…  ·  Admin →
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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. 

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  • Luke Armstrong commented  ·   ·  Report

    Yes please, save and add another is the most common. But just like organisation names / templates / settings should be user customizable.

    New invoicing is so mouse heavy. Too many clicks, too many tabs. Buttons hidden under drop down menus.

    Most annoyingly there is no "Focus" on the "Contact" field when you "Save and Add Another". Or hit F5. I'm trying to enter invoices here.

    Classic invoicing is still superior

  • Shrabean Singh commented  ·   ·  Report

    Hi Kelly,

    Got to love how Xero have made the 'Invoice' entry screen worse and then ask us to make product suggestions to fix their ups. Typical product designers and programmers who have never used their product and don't listen to their own users before making so called improvements.

    How about consulting with a wide group of users of what is essential and what isn't, and spending time with users who actually use the invoice entry screen regularly to see how they use it, their workflow and invoice volume, before making wholesale changes because something is 'cool' from a programmers point of view, or easier to get data into from external plugins etc. What a bunch of clowns and that's unfortunately insulting clowns.

    Edited by Community Manager to remove inappropriate language

    (Edited by admin)
  • Joanne Potter commented  ·   ·  Report

    I guess I shouldn't be surprised that your solution to this problem is to introduce keyboard short cuts which still require several clicks. Please can we have the option for a simple 'approve' only button?

  • Accounts EALearning commented  ·   ·  Report

    Respectfully, this is not a solution to the problem that has been created. Please just put the default back to Approve only, or at least give us the option to choose our default.

  • Mary O'Riley commented  ·   ·  Report

    I tried the CTRL-ALT-A this morning to approve an invoice and, to my absolute surprise, the screen then automatically took me to another screen so that I could apply the payment to the customer's invoice. YAY!! Thank you Xero :)

  • Robyn Ng commented  ·   ·  Report

    This is absurd.
    Please explain your reasoning behind how 3 separate keyboard moves is less work than one mouse click???
    Putting an 'Approve' button next to the 'Approve & email' is a much better solution.

  • Naomi Gibbins commented  ·   ·  Report

    I don't what keyboard shortcuts - I want to be able to choose between Approve & Approve & email depending on which client it is. We do not always need to email.

  • Craig Boyd commented  ·   ·  Report

    Keyboard Shortcuts are a terrible idea to solve this issue. Why can't you accept you got the default option wrong and humbly change it or give us the ability to change it.

  • Michelle Richardson commented  ·   ·  Report

    Laughable. we are not all sole traders. We are dealing with a lot of transactions and the process is now too slow and click heavy. So frustrating

  • adrian walker commented  ·   ·  Report

    It will be quicker to add the button to the system than to type out this message that basically makes it more complex and adds more key presses??????

  • Fiona Campbell commented  ·   ·  Report

    Hi
    This is not what we asked for it is a complete nonsense to add in even more keystrokes to do a simple function.

    You have not listened to any of the comments made. Listen to your users not what your IT department thinks is an easy sort for them!
    Fiona

  • Jeroen Brand commented  ·   ·  Report

    Hi Xero,
    We are using Apple.
    Cmd-Opt-A brings up a coding screen when on an invoice.
    It does not achieve the intended action of Approve.

    A clear button at the bottom of the invoice where they eye rests after checking an invoice may be a more user friendly option? (This is what the old invoicing has, that is not by coincidence, that was thought through)

  • Jenny Paterson commented  ·   ·  Report

    Thanks for not listening to your users who have been with you from the start. Obviously the new subscribers on 90% off plans get higher priority. This is a basic IT requirement - the least number of keyboard clicks. Approve - not Approve and email is commonsense.
    Very unhappy user. Shortcuts don’t cut it. Try and listen to the users not the geeks in the development office.

  • Annie Thorne commented  ·   ·  Report

    Shortcuts? This is not what has been requested. What has been requested is quite simple - leave the function that is currently available in 'classic' in place in 'new'.

  • Lita Sheppard commented  ·   ·  Report

    Keyboard shortcuts to remember are definitely not solving the problem here. As majority agree set Approve as the default and drop down to add other tasks such as email. A lot of invoices are created and sent later/not sent. Simple solution here Xero.

  • Brett Randall commented  ·   ·  Report

    Not all of our users will have the dexterity in the left-hand for that three-button press. Just put an option there to set the default. As a dev, I can tell you and your team: it's dead simple. Hour's work, and you're done. Stop assuming the accessibility needs of your customer-base.

  • Jack Scanlan commented  ·   ·  Report

    This isn't what anyone asked for, it's good, but not what we wanted

  • Mark Ashworth commented  ·   ·  Report

    Make this button configurable to have it as approve and add another if this is ones preference rather than default to approve and e-mail.

  • Nick Montague commented  ·   ·  Report

    definitely make approve the first option - or show both buttons

  • Brett Randall commented  ·   ·  Report

    Kelly, watch that vote counter keep going up... keyboard shortcuts don't work for everyone. An "Approve" button is essential.

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