Settings and activity
3 results found
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326 votes
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Sarah Coates
supported this idea
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344 votes
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.
An error occurred while saving the comment Sarah Coates
commented
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!
Sarah Coates
supported this idea
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459 votesSarah Coates
supported this idea
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An error occurred while saving the comment Sarah Coates
commented
It would be helpful to be able to un-approve a bill as one in draft will stand out more than in awaiting payment, if it needs to changed
Surely it is not that difficult to save a log of the email and its contents, plus a copy of the statement. It's ridiculous that copies have to be saved outside of the software or send the email to yourself!
There appear to be some fundamental improvements that Xero could be making in various areas and they are just ignoring the users wishes