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  1. Auto Bank Reconciliation - Review check box

    5 votes

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    1 comment  ·  Automatic bank reconciliation beta  ·  Admin →
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    TF Coaching supported this idea  · 

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

    425 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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    TF Coaching commented  · 

    The ability to do this is critical for our business.

    Approving and sending invoices are different processes that need to happen on different days in our workflow, and I'm dreading the inevitable misclick and inappropriately early send of an invoice that's going to result with the new Xero layout. This is genuinely a relationship damaging mistake that Xero's new layout has made almost inevitable. Please make this a company setting. Everyone has a different workflow; allow for it.

    TF Coaching supported this idea  ·