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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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    Neil Penman commented  · 

    99% of our customers are one-offs and we don't need to save their names therefore have a generic name "customer" and we don't save an email for the invoices we produce as the customer rarely needs one. This Approve and Email button is wasting our time as we have to select Approve in the drop down box for every invoice. If we select Approve and Email it brings up a second box asking for an email address.

    Please fix this to enable the user to select what the default button in the list should be. Maybe have it as a backend setting

    Neil Penman supported this idea  ·