Settings and activity
4 results found
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350 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.
Colleen Marriott
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15 votesColleen Marriott
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33 votes
An error occurred while saving the comment Colleen Marriott
commented
I agree with Katherine's idea.
Colleen Marriott
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4 votesColleen Marriott
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I totally agree too. I've had the case where a duplicate client has been created in XPM and invoices have started going from Blue Xero to XPM to the duplicated one in error.