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

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    186 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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    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  ·