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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Sara-Jayne Slocombe commented
Two clicks instead of one is poor user interface design. I almost never email invoices from Xero for any of my clients - that's taken care of by other systems. Please fix this error so that the option used previously is the default.
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Steve R commented
Thanks for the update Kelly, like many other here, we simply cannot have Xero email the Xero invoice to clients as they get the invoice directly from another system. Two invoices will confuse clients and it's too easy on 'new invoicing' to accidentally send.
My solution for now: remove all the client email addresses from Xero... I hope I don't have to do that by hand!
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Andrew Allan commented
There's no need to add a configuration, or keyboard shortcuts, or things like that. Simply show the option that the user used previously. If they used "Approve & Email" then show that next time. If they used "Approve and add another" then show that next time.
That will make everyone much more happy, regardless of which one they prefer.
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Andy Middler commented
Please make the default APPROVE
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Claire Parker commented
Hi Kelly, Thanks for the feedback, but this is hugely disappointing. Xero is basically telling us to take it or leave it.
Would either of the following be possible work arounds: 1. create a false email address for your customer and email invoices into oblivion, or 2. Enter a batch of invoices saved only, and later approve all at one go instead of toggling the approve and send option every single time? -
Annie Thorne commented
Make it a user configurable option. Problem solved. Bonkers that we have to keep yelling about this.
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Gaylene Underwood commented
Perhaps two buttons - one just approve and one approve & email next to it. So you can choose without having to use the drop down menu. PLEASE.
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Julia Berry commented
Please make the default APPROVE.
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Abby Stewart commented
This is unanimously agreed on with everyone Xero user forums. The default should be Approve, not Approve & Email. If not fixed, this will lead to countless errors. We've been voicing concerns here and in forums, but apparently this is NOT scheduled for development.
I'm not sure what else to do....
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Sarah Jacobs commented
Please make the default APPROVE
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Sarah Jacobs commented
Need Approve to the be the default. We always approve first, then send later.
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Katherine Hutchings commented
Concerned that some invoices will be sent to clients from here before being processed through Cimplico Sync. Need Approve to the be the default.
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Lydia Ryabtseva commented
The APPROVE only options is used 90% of the time in our business.
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Abby Stewart commented
Please make the default APPROVE
The Approve & Email button will lead to mass confusion for customers getting invoices to pay that paid already.
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Clare Wilson commented
We would prefer 'Approve' please!
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Janet Kidd commented
my default would be approve
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Cheryl King commented
Our invoices are emailed out together. They get approved at a different time to being sent. Please have the two buttons.
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Anastasiia Dorodnaia commented
definitely want to have
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Donna Anthony commented
I like the approve and send, but the default needs to be flexible enough for different users. Like the idea of selecting a default.
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Raewyn Dawson commented
My full reference info doesn't fit in the view screen so I always have to approve only. I then check it's correct before I can email it out. My default would be " Approve"