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.
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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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Elise Edwards commented
Yes Yes Yes, I need this option. Most invoices I add to xero do not need to be emailed. So I would normally just approve or approve and print. Please bring this back or add a feature that will allow us to change the setting.
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Laine Ratsep commented
Please reconsider making this an option a user can set for a default that suits their workflow. While I'm sure Xero's own accounts staff wanted this for their monthly invoicing process, many many other businesses have a workflow for which 'Approve and Email' is potentially harmful to their brand. Digging in your heels on this one is harmful to *your* brand.
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Joe Roughton commented
Absolutely doing my head in also. Why assume what we want? Give us the option!
Quickbooks has had this function for quite some time. Quickbooks these days is seeming more and more attractive, not least because talking to anyone at Xero is like hitting your head against a wall.
This whole new invoicing has been a shambles, adding in features that, as far as I can tell, no one was asking for, and in doing so ruining what was a perfectly good invoicing screen.
Xero, in case you haven't picked up, i'm an increasingly unhappy customer.
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Toni Angelevski commented
This is doing my head in too.
Some times I prepare invoices overnight but do not want to send them out until after lunch the next day. Example, I may work at night and finish doing invoices at say 11pm. I do not want my client to wake up and the first email of their day is an invoice from my firm. I would rather send it through after lunch that day.
Very stressful.
Additionally, given you were able to run both invoices systems, why the mandatory forcing of users onto the new system. Why not let us continue to be able to use the old system...?
Incredibly frustrated.
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Claire Cotten commented
I wish there was an ability to set the company default button. Right now, with this button change, there are going to be problems in one of my organizations with invoicing. Xero should listen to its clients when they say this is an incredibly frustrating situation
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Gael Beddoes commented
I agree with Nigel Harper and adding it all to the settings menu than having a really clunky invoicing screen and layout. User profile or invoice setting being an obvious place. So many users don't issue invoices through xero.
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Nigel Harper commented
As Posted other other threads: the answer is as follows:
Default Settings should be stored in the User Login Profile along side the Permissions assigned to the user for each company. These "Defaults" should include what the user wants as the default action for ANY Dropdown Button. EG. New Invoicing: Adding Billable Expenses - Add items SEPARATELY rather than as ONE. This used to be 2x buttons now it's a Dropdown Button with the wrong default 99% of the time. The same goes for New Invoicing Approval Button - Approval & Next or Submit for Approval & Next instead of Approve & Email. AND Next should be picked from the sort order in the Drafts Listing - Thus Chronoligical Order would be possible! (Or any order for that matter!)
By separating all these into different threads - the weight of sentiment is lost. Furthermore, once User Defaults are included in the User Login Profile - everyone gets to work they need to and are not forced to do anything that makes their job anymore difficult. The solution to this problem - done properly solves 10's or even 100's of problems. And the system is easily extendable if you ever try to make "improvements" again.
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Lita Sheppard commented
Please keep it at simply "Approve" and let the user decide what they then want to do with it. I cannot see that the majority of customers would want this. As a bookkeeper with many clients, I know few who would. In my practice I invoice customers monthly and complete and approve all my invoices before checking and doing a bulk email. I do not want to accidentally send an invoice and this is likely to happen under the New Invoicing. If left as is, there will be another extra step to change it to simply Approve
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Accounts Powerace EB commented
This is an absolute must!!! Some of my clients print off their invoices to go out with the goods and they invoices are not sent until after the process is completed in case the invoices need to be adjusted.
Other clients use different programs to send invoices and just adds alot of confusion and extra time to have to select to simply approve.
Other client prefer to select all the unsent invoices at once, after they have finished invoicing, allows time to double check before invoices are sent to clients.
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Scott Osburne commented
it just seem that Xero is not really listening to clients. I don't know who was tested, but it wasn't me.
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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