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

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   206 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

   There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

   • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
   • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
   • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
   • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

   While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

   Thanks for all contributing, and staying plugged into updates on this idea. 

   Being upfront, we will continue to field feedback and revise this idea, but we don’t have plans for adding the ability to set your own default any time in the short term. 

   Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

   There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

   • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
   • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
   • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
   • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

   While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

   … more

   Philip Brookes supported this idea  ·  26 August, 2024
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   Philip Brookes commented  ·  26 August, 2024  ·  Edit…  ·  delete…

   We have 200+ invoices per month that need to be Approved and DEFINITELY not invoiced (they're already uploaded to the NDIS through another process, and it wreaks havocs when clients receive invoices they're not expecting). A default to approve only and only email if consciously selected is definitely the way to go. Another friend's business also don't like sending individual emails to a client who receives 10 invoices per month - instead, they download all the PDFs and attach them to a manually created email and send them through. Then, when the client pays one invoice but says "Oh I didn't receive that other invoice" they know it's not the case.
   The key here is to give businesses control over our processes rather than forcing us to conform to your preferences. You don't know our business, you don't know what we want, and you absolutely should not be defaulting to an email option when so many business still don't want to/need to email out an invoice from Xero.

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