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

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    160 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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    Annette Kirwan-Ward commented  · 

    I was hoping that there was an area (settings) we can change the default "approve & email" to just "approve". We ultimately use invoicing to enter our daily banking so no need to send emails. Just another key stroke which 99% of the time is not needed. If this is not an option yet please advise and add to "would be nice list" for future improvements

    Annette Kirwan-Ward supported this idea  ·