Settings and activity
3 results found
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429 votes
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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An error occurred while saving the comment -
300 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Wen Xiangyang
supported this idea
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13 votesWen Xiangyang
supported this idea
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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.