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 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.
-
Joanne Potter commented
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
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
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
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
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
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
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
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
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
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
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
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
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
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
This isn't what anyone asked for, it's good, but not what we wanted
-
Mark Ashworth commented
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
definitely make approve the first option - or show both buttons
-
Brett Randall commented
Kelly, watch that vote counter keep going up... keyboard shortcuts don't work for everyone. An "Approve" button is essential.
-
Robyn Ng commented
I am disappointed that the 'new improved system' still does not have a simple 'approve' button for invoices.
If it can't be chosen as a natural default, then please place 'approve' next to the 'approve and email' so we don't have to go searching for every single invoice. -
adrian walker commented
when invoicing on the new invoicing system the standard is set to "Aprove & Email" but it should be set to just "Aprove"?
This is adding more work and mouse clicks to a busy workload..
when I want to send invoices by email, I send my invoice pdfs via my business email system so it can be tracked better but also it is better.Also I print off invoices that get sent by post in a package or given by hand.
I am sure many other businesses will be the same, Xero should not assume all invoices are sent by email...!
I think the top main option should be "APROVE" and then if another option is required then it can be selected.
OR
Perhaps have two buttons 1) "APROVE" 2) "APPROVE & EMAIL"
We need to keep to a simple streamlined work load that is logical.