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  1. New Invoicing - Option to switch Autosave off

    309 votes

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    submitted  ·  109 comments  ·  For small businesses » Business features  ·  Admin →
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    Jan Whittle supported this idea  · 

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

    350 votes

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    160 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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    Jan Whittle commented  · 

    Hi, I have been looking through the help information and finally found this.

    The worry with Approve & Email, as the default, is that it could accidentally get emailed before being checked. And I like to email all the invoices at once, when they've been checked.
    So Approved is the better default option.

    Also the arrow to select just Approved is close to the Approved & email option so again might accidentally hit the email option.

    Approved was the default option in the Classic invoicing.

    Please change this to Approved only or make it an option to change.

    Jan Whittle supported this idea  ·