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

    438 votes

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    208 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Julie Hastings supported this idea  · 

  2. Bills - Turn a draft bill into a credit note

    65 votes

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    6 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Julie Hastings commented  · 

    I absolutely agree with this.
    Even better would be if the extraction software recognised a credit note a created that at the outset.

    Julie Hastings supported this idea  ·