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

    444 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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    Cheryl King commented  · 

    Our invoices are emailed out together. They get approved at a different time to being sent. Please have the two buttons.

    Cheryl King supported this idea  · 
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    Cheryl King commented  · 

    I agree with all the others on here. Please let the company choose - approve or approve and email, we don't want the approve and email to be the only option.

  2. Bills - Resize the PDF doc preview

    44 votes

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    13 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya community👋 thanks for the discussions and input through this idea overtime. I know it's been quiet on our end but want you to know your feedback has been getting back to the right places.

    We have a couple of features I'd like to highlight here, as well as let you know our product team are currently developing the Bills View and Edit pages in which the pain points here will be solved. 😊

    • Simply upload files to bills to automatically extract and create your bills in draft for you. You can upload multiple files at once and let Xero do the grit work. Once they're ready simply review
    • Smart document capture - You can simply upload your files to the inbox and Xero will take the effort out of things by extracting key data and auto suggesting create transactions for you (Invoice, Bills, Spend and Receive money)

    I'll return…

    Cheryl King supported this idea  · 

  3. Bills - Highlight bills due to be paid by Direct Debit

    144 votes

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    submitted  ·  38 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Cheryl King supported this idea  ·