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

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    206 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

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    adrian walker commented  · 

    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??????

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    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  ·