Settings and activity
2 results found
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423 votes
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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Claire Cotten
commented
Absolutely businesses should be given the option to set their default preference for such a thing— it affects workflow so much! At the bare minimum, it should be a standard approve button with options to change action as it has been. If Xero wanted ultimately happy users, though, they’d let them be able to pick what works best for themselves with an option in the organization settings. I personally have always wanted “Approve and Add Another” as default, but I’ve never assumed every other user would want it that way. Let us pick our defaults, please
Claire Cotten
supported this idea
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An error occurred while saving the comment Claire Cotten
commented
I wish there was an ability to set the company default button. Right now, with this button change, there are going to be problems in one of my organizations with invoicing. Xero should listen to its clients when they say this is an incredibly frustrating situation
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10 votes
Thanks for sharing in community here, Lindsay. Sales invoices and Bills are developed quite separately in Xero and we have a separate idea for the same in Sales invoices across here that you may also like to support.
Atm, we don't have direct plans for this change in either area but we'll keep those interested in each idea updated if there's any news.
An error occurred while saving the comment Claire Cotten
commented
This is something I desperately want as well! Right now I'm previewing the September invoicing look changes and I dislike that the button has been switched to Approve and Email. I feel like a lot of mistakes could be made here and want to be able to switch my default button. Approve and Add Another as a default option would save so much time
Claire Cotten
supported this idea
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I'm not sure if this has already been mentioned in this thread, there are so many comments going through at all times! But there is a feedback survey hidden on the new Invoicing page, which I encourage everyone to go into and fill out, too. If you click "Tips and Tricks," there is a link underneath it titled "We'd Love to Hear From You!" It is a one-question feedback survey asking how satisfied you are with the new Invoicing, and it provides a paragraph box where you can type why you are happy or unhappy.