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

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

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

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    Warrick Hanbury commented  · 

    The new Invoicing is slowing down our efficiency, Why can't there be both ?

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    Warrick Hanbury commented  · 

    I need the "approve" only button. as one the Invoices have been approved only. The amounts are then re-checked with out having to open every one of them and all invoices are selected then emailed out as a bulk as we have multiple Invoices for the one customer which relates to each job.

    Warrick Hanbury supported this idea  ·