Settings and activity
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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.
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Michelle Spradley
commented
To be able to fit Xero to your screen without scrolling up and down all the time
Michelle Spradley
supported this idea
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4 votesMichelle Spradley
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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 ?