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

    423 votes

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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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    Mark Ashworth commented  · 

    Make this button configurable to have it as approve and add another if this is ones preference rather than default to approve and e-mail.

    Mark Ashworth supported this idea  · 

  2. Sales invoices - Option to turn off prompt for allocating available credit

    12 votes

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    submitted  ·  6 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Mark Ashworth commented  · 

    I agree this is unhelpful as 99% of the times it tries to allocate itself it is to the wrong invoice, even if part of same group/organisation. It is just too clumsy and should be an option not an annoying constant irritation with each invoice.

    Mark Ashworth supported this idea  ·