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

    444 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.

    Wen Xiangyang supported this idea  · 
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    Wen Xiangyang commented  · 

    Can you please consider allow user to set default options to action on the invoice -

    For example, on the top right corner of invoicing screen, changing 'Approve & Email' to 'Approve' as default, changing 'Save & add another' to 'Submit for approval' as default.
    For bookkeepers who deal with historic data, we do not need to 'email' customer the invoice.

    We would like to approve the invoice by one click, not to click 1 - change ' approve and email' to ' approve', click 2- 'approve'.

    Thank you.

  2. Hubdoc - Convert bank statement to csv file

    304 votes

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    59 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

    We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

    When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

    Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

    With that in mind, there isn’t any…

    Wen Xiangyang supported this idea  · 

  3. Hubdoc - Bulk edit supplier configurations

    13 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Wen Xiangyang supported this idea  ·