Settings and activity
2 results found
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272 votes
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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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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8 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.