Settings and activity
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259 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.
Tracy Morsbach supported this idea ·
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Adding this to the top of the screen disrupts some of the natural flow of reviewing the invoice having to scroll down to see the full information then up to complete approval.
A critical aspect for us would be being able to select "Approve" as the default aspect rather than "Approve & Email"