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  1. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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    160 comments  ·  For small businesses » Business features  ·  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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    Karen Lauterstein commented  · 

    For our business, the default should not be approve & email. This causes a lot of issues. We email our invoices in batches 1-2x per week, and not the second we approve them. It also seems a bit nervy to send a customer an invoice the minute they place the order (which is when we input the orders - as they come in) Please switch it back to the old way. There's way too much room for error with the new invoice default being set to "approve & email" and then having to use the drop down. Thank you.

    Karen Lauterstein supported this idea  ·