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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.

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Peter May shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Cheryl King commented  ·   ·  Report

    Our invoices are emailed out together. They get approved at a different time to being sent. Please have the two buttons.

  • Donna Anthony commented  ·   ·  Report

    I like the approve and send, but the default needs to be flexible enough for different users. Like the idea of selecting a default.

  • Raewyn Dawson commented  ·   ·  Report

    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"

  • Elizabeth Mpilias commented  ·   ·  Report

    We would choose Approve & Print PDF as our default.

    Currently the popup asking me to mark as sent also overlaps with the file download pop up.

  • Claire Parker commented  ·   ·  Report

    All our invoices are RCTIs - we never send them out. Need to remove this default option for me, please.

  • Michelle Spradley commented  ·   ·  Report

    Hi Kelly, It's mainly keying in invoices and bills. I can see on the new version of invoicing you don't need to do this as much but then you have to change the approve and email drop down just to approve every time. Which is why I am still using the old version. Is there anything in the settings so you can change the dropdown to default to approve only on the new invoicing screen ?

  • Michelle Spradley commented  ·   ·  Report

    To be able to fit Xero to your screen without scrolling up and down all the time

  • Wendy Nathan commented  ·   ·  Report

    Yes, it's very important for us to be able to change the default, and we would choose just "Approve"

  • Ross Bladin commented  ·   ·  Report

    This is essential.
    Forcing us to have to make more mouse clicks than necessary, we should have the option to choose what we want to have as a default, not you choose it for us.
    I will be staying on Classic until this is fixed or I am forced to the New Invoicing System begrudgingly. This is a ridiculous unnecessary move on your part.

  • Tracy Morsbach commented  ·   ·  Report

    Adding this to the top of the screen disrupts some of the natural flow of reviewing the invoice having to scroll down to see the full information then up to complete approval.

    A critical aspect for us would be being able to select "Approve" as the default aspect rather than "Approve & Email"

  • Chris Kabacznik commented  ·   ·  Report

    100% we need to be able to just have an approve button or allow what the default button does. Also should be at the bottom of the screen as you are currently clicking all over the place, its no longer a natural flow.

  • Rose Grosser commented  ·   ·  Report

    Give users the option to continue using the classic version please. At the very least allow us to customise how we want the new version to support us.

  • Cheryl King commented  ·   ·  Report

    I agree with all the others on here. Please let the company choose - approve or approve and email, we don't want the approve and email to be the only option.

  • Sarah Coates commented  ·   ·  Report

    I would like to have the option approve and add another as my default. Why can't we select our own default, not everyone wants to approve and email!

  • Larina Chester commented  ·   ·  Report

    Approve - If we don’t want to email the invoice at the time of approval, I now have an extra click to select the Approve only button (add another button?)

  • Christine Holt commented  ·   ·  Report

    I second all the previous posts - please allow us to set our own default and then have other options in a drop down box.

    We don't email invoices so just want to approve invoices.

  • Marie Clare commented  ·   ·  Report

    The default approve feature in new invoicing is 'Save and email' but if Xero is purely a record of a company, not their main source of operation then this feature is inconvenient.

    Can there be a setting to change this button to one of the options available e.g. 'Approve & add another' be the button that shows, not by clicking the drop down menu first.
    If it is setting then it is completely customisable depending which of the current drop down items the user wants to show as the main button.

    This would save a couple of seconds per invoice which would save hours when entering a lot of invoices.

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