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

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    188 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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    Owen McAree commented  · 

    I'm glad to see form the volume of comments here that I'm not the only one who this "Approve & Email" button causes serious issues. I can't send my clients invoices without project specific details going in to the body of the email. If I accidentally press this button it's going to cause all sorts of problems. I get that it might make things easier for some users, although I dispute that it is a significant majority, but surely it is trivial to add an option somewhere to change the default behaviour? That way, if it works for you then you can keep it, but if not you can disable it.

    Owen McAree supported this idea  ·