Settings and activity
4 results found
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21 votes
Thanks for your continued support on this, it’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Andrew Allan
supported this idea
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425 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.
An error occurred while saving the comment Andrew Allan
supported this idea
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An error occurred while saving the comment Andrew Allan
commented
Sometimes I want to add more than one invoice at the same time, and so I choose the "Approve + Add Another" option in the button dropdown. That's helpful, since it's fewer clicks and fewer page loads. But for the second invoice form, the button stays with "Approve" and I need to click the small dropdown arrow and go into the button menu again and select "Approve + Add Another", and repeat this for every invoice that I add.
I think if someone selects "Approve + Add Another", then the second invoice form should have "Approve + Add Another" as the default choice. This will make adding lots of invoices a little bit easier and faster.
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10 votes
Thanks for sharing in community here, Lindsay. Sales invoices and Bills are developed quite separately in Xero and we have a separate idea for the same in Sales invoices across here that you may also like to support.
Atm, we don't have direct plans for this change in either area but we'll keep those interested in each idea updated if there's any news.
Andrew Allan
supported this idea
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105 votes
Hi all, appreciate the interest and rationale in wanting to be able to recognise revenue of a sale at a date different to that of the invoice or payment date.
While this maybe a function we look to explore in the long-term we want to be upfront that this is not something we'll be developing in the near term. In the meantime it may be best to look into connected apps that can solve for revenue recognition. We'll be sure to let you know if there's any change around this, here.
Andrew Allan
supported this idea
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There's no need to add a configuration, or keyboard shortcuts, or things like that. Simply show the option that the user used previously. If they used "Approve & Email" then show that next time. If they used "Approve and add another" then show that next time.
That will make everyone much more happy, regardless of which one they prefer.