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

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    134 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    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