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  1. Invoices - Add "Yesterday" to date selection

    15 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaynor Perkins supported this idea  · 

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

    343 votes

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    159 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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    Gaynor Perkins commented  · 

    I would definitely like the 'approve and email' not to be the default. Please re-instate the 'approve' especially due to the amount of votes on this post!

    From a coding perspective - this would take minutes to implement...

    Gaynor Perkins supported this idea  · 

  3. Keep the old invoicing

    6 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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  4. New invoicing | Copy to same contact - auto apply defaults

    17 votes

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

    Thanks for your feedback here, everyone. We appreciate our customers use Xero in different ways.

    In new invoicing when you copy an existing invoice to a new draft invoice while you can copy to the existing contact the reason that defaults aren't automatically applied in the new invoice is because the line item fields of the new invoice are taken from the invoice you are copying from.

    We'll continue to track the interest in this here, but want to be open that we don't have any immediate plans for changign this behaviour.

    Gaynor Perkins supported this idea  · 

  5. New Invoicing - Date picker without using "Pick another date"

    95 votes

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    36 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂

    Gaynor Perkins supported this idea  · 
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    Gaynor Perkins commented  · 

    I agree - TOO many clicks to create a new invoice compared to the old invoices. The 'today or tomorrow' feature is not necessary - just revert back to the calendar drop down which was a much superior feature.