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

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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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    Rebecca Fraccaro commented  · 

    Everyone is very correct in their assessment of this situation - we have our own platform to email our customers their invoice, which goes hand in hand with an ordering system with other order details the customer needs to review and approve. Having to choose Approve, instead of Approve and Email, every time we input an already paid invoice into xero, is a massive time waster for us.

    Rebecca Fraccaro supported this idea  ·