Settings and activity
2 results found
-
76 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
An error occurred while saving the comment 
Nigel Harper
supported this idea
·
An error occurred while saving the comment Nigel Harper
commented
I raised this with "Customer Support" & their response was laughable but sad.
<This is working as currently designed, but we've passed your feedback to the Product team for their review. . . In the meantime, the only current workaround for your desired behavior is using classic invoicing. Alternatively, if you approved draft invoices from newest to oldest rather than the reverse, new invoicing should carry through that sequence in order.>In other words continue with something we are going to withdraw in couple of months or stand the world on its head & rise your invoices in reverse chronological order - SERIOUSLY?
My suggestion is to allow the user to select the Order of "Next" as sorted in the Drafts listing. Thus if somebody really must work backwards in time they can & the rest of us can work the way we NEED to & Not the way some spawny-eyed-spotty-faced programmer "decided".
-
425 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 Nigel Harper
commented
As Posted other other threads: the answer is as follows:
Default Settings should be stored in the User Login Profile along side the Permissions assigned to the user for each company. These "Defaults" should include what the user wants as the default action for ANY Dropdown Button. EG. New Invoicing: Adding Billable Expenses - Add items SEPARATELY rather than as ONE. This used to be 2x buttons now it's a Dropdown Button with the wrong default 99% of the time. The same goes for New Invoicing Approval Button - Approval & Next or Submit for Approval & Next instead of Approve & Email. AND Next should be picked from the sort order in the Drafts Listing - Thus Chronoligical Order would be possible! (Or any order for that matter!)
By separating all these into different threads - the weight of sentiment is lost. Furthermore, once User Defaults are included in the User Login Profile - everyone gets to work they need to and are not forced to do anything that makes their job anymore difficult. The solution to this problem - done properly solves 10's or even 100's of problems. And the system is easily extendable if you ever try to make "improvements" again.
I got notification this morning (25/02/25) that this was now implemented & working.
Sorry - it NOT!
New Invoicing: Approve & Next STILL working in Reverse Chronological Order.
Just use the Sort Order that the user selects in the Drafts Screen - that way were can each have the Order we NEED.