Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    425 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.

    Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.

    We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.

    An error occurred while saving the comment
    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  ·