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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Samantha Klimecki commented
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.
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Abby Stewart commented
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.
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Unhappy Customer commented
Hi all
Given the lack of response, even to acknowledge issues raised here, it's likely worthwhile to take this to a more public forum. Please post messages on the social media sites used by xerohttps://www.linkedin.com/company/xero/
https://www.facebook.com/xero
https://www.instagram.com/xero/ -
Polly Hutchison commented
Company setting default -- this!
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Polly Hutchison commented
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.
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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 ?