Settings and activity
2 results found
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424 votes
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 An error occurred while saving the comment 
adrian walker
commented
when invoicing on the new invoicing system the standard is set to "Aprove & Email" but it should be set to just "Aprove"?
This is adding more work and mouse clicks to a busy workload..
when I want to send invoices by email, I send my invoice pdfs via my business email system so it can be tracked better but also it is better.Also I print off invoices that get sent by post in a package or given by hand.
I am sure many other businesses will be the same, Xero should not assume all invoices are sent by email...!
I think the top main option should be "APROVE" and then if another option is required then it can be selected.
OR
Perhaps have two buttons 1) "APROVE" 2) "APPROVE & EMAIL"
We need to keep to a simple streamlined work load that is logical.adrian walker
supported this idea
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480 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment adrian walker
commented
DO NOT SWITCH OFF CLASSIC INVOICING UNTIL WE ARE HAPPY WITH THE CHANGES
Even though on 30/09/24 Xero said they are working on some of the issues we are ALL complaining about Xero should NOT turn off classic invoicing until we as the END USERS are happy that it is not making us go backwards and costing us all time and money!
An error occurred while saving the comment adrian walker
commented
!! DO NOT TURN OFF THE CLASSIC INVOICING !!
the new version does not work properly and is not wantedAn error occurred while saving the comment adrian walker
commented
New invoicing is creating more work for my already busy day...
By making me click through more levels just to get the data I want on the invoice, whereas the old invoice works just fine!!!An error occurred while saving the comment adrian walker
commented
THE NEW INVOICING DOESN'T WORK PROPERLY!
it doesn't bring account data through on certain transactions when I use my items but it works fine on the old invoicing..
this adds to my workload as I have to then remember the account it was assigned to and then manually update it...!!!Also it is creating work by making me click through more levels just to get the data I want on the invoice, where as the old invoice works just fine!!!
adrian walker
supported this idea
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It will be quicker to add the button to the system than to type out this message that basically makes it more complex and adds more key presses??????