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

    438 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
    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??????

    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  ·