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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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    Craig Rowston commented  · 

    @Kelly Munro - how can I "Approve and Email" an invoice with your new system when the primary contact in the invoice is "Fred", but when I preview or print or approve and send, the invoice is addressed to "Claire"??

    I can send you the screenshots privately of our customer with this example.

    It is so unprofessional to send an invoice to someone with the wrong details? Also, in 30 years of business, id say that 90% of the time Staff Member A - ill call him or her the "Bookkepper or Accounts Manager" prepares all the invoices. However, Staff Member B - ill call him or her the "General Manager / Director" actually sends the invoices after their personal review. You cannot have your business "accidentally" sending invoices out to customers because your younger, less experienced staff don't know better or because your super experience bookkeeper / account manager hasn't been privy to a discussion that the Director has had about the invoice being sent?

    Put a poll out to your customers, and lets see if the "majority" do indeed want an approve and email as the defauly?

    I think the only people who could want this would be small business users / owner operators. Which could be 1-2% of your actually users?

    This is madness? Run the Poll / Survey see what happens?

    Thanks Craig