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

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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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    Irene Weng commented  · 

    Related to this article: https://central.xero.com/s/article/Approve-and-send-a-customer-invoice#:~:text=Find%20and%20open%20the%20invoice,to%20only%20approve%20the%20invoice.

    Please allow to set default to "Approve". The current default set-up is "Approve & email". I find it a repetitive task as we always need to click and change the selection to Approve before I proceed to post the invoice.

    Irene Weng supported this idea  ·