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  1. Adding "Manager" to Columns field in XPM - and being able to search for TFN

    1 vote

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Rhiann Chadderton shared this idea  · 

  2. 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.

    Rhiann Chadderton supported this idea  · 
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    Rhiann Chadderton commented  · 

    Rather than having a set default for all users/organisations across Xero, it would be good to allow the user/organisation profile change their default to what works best for them - whether that be "Approve", "Approve & email", "Approve & print PDF" etc