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

    423 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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.

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    Ross Bladin commented  · 

    I NEVER EVER use Approve & email.
    I have been using Xero for around 5 Years, and have never used it once.
    The default has always been "Approve", why change it??
    Please either change it back to just Approve, or make something we can individually set in settings somewhere.
    This is a crazy move, and it is quite apparent that no one likes it....
    Now that I am forced to use the new setup, it is driving me crazy.

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    Ross Bladin commented  · 

    This is essential.
    Forcing us to have to make more mouse clicks than necessary, we should have the option to choose what we want to have as a default, not you choose it for us.
    I will be staying on Classic until this is fixed or I am forced to the New Invoicing System begrudgingly. This is a ridiculous unnecessary move on your part.

  2. Invoicing - Make the History & Notes the same as in Classic Invoicing

    783 votes

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    169 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Ross Bladin supported this idea  ·