New Invoicing - Option to switch Autosave off
I don't want autosave on for invoicing - I use third party software to copy invoice details to a Trello Card, this is triggered when the invoice is saved.
Auto saving will send the invoice info through to Trello before the invoice is complete, meaning not all the info will be sent to Trello.
Are we able to turn off the auto save function in new invoicing?
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Fiona Davidson commented
https://www.change.org/p/petition-for-xero-to-stop-making-changes
Please sign and share this petition.
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Claire Parker commented
Thank you, Scott Leonard. This is indeed a huge relief for those of us that cannot use New Invoicing in its current state. I'm not sure if Xero realise how much stress and anxiety this bungled rollout has caused. Why on earth have you dragged your feet for so long when it was clear that the New Invoicing was not ready or fit for purpose? As individuals dealing with this, Xero has caused an immense amount of both personal worry and business stress. Do you think an apology might be in order?
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Scott Leonard commented
Some light at the end of the tunnel, perhaps?
Earlier this year we announced the farewell of our classic invoicing product to pave the way for something new, and to allow us to build more of the invoicing features you and your clients have been asking for, on a single platform going forward. We’re confident that this change is the right move longer term for you and your clients to gain more invoicing features faster.
That said, we’re approaching a really busy time of the year and want to make this transition as smooth as possible. That’s why we’re extending the availability of classic invoicing to 27 February 2025.
We’ve integrated many of the features you love from classic invoicing and have been taking the feedback you've provided into the development of new invoicing, and we will continue to add more features to our new platform, before the end of February.
There will be new workflows for you and your clients to familiarise yourself with so if you need help along the way, our new invoicing education hub is the best place to get started.
As always, your feedback is essential, so please share your thoughts on Xero Product Ideas. Your input ensures new invoicing can continue to meet and we hope, exceed you and your clients' expectations as we evolve it. Please check out Xero Central for the latest updates and helpful resources.
Thanks for your continued support.
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Karryn Williams commented
Option to turn Autosave off & Bring Back Drag & drop option- Autosave is actually a pain as you have to wait before you can upload files and then just when you think its safe to upload it does an auto save again. And you have to wait. Frustrating. Also if you can bring back the drag and drop option for the invoices that would be amazing.
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Jim Morris commented
14 days and counting...Xero is gaslighting its own customers at the same time as charging them more for an inferior product. Time to get consumer affairs involved, start considering legal advice and maybe even speak to the media about this shambles...
If you haven't already seen this thread, jump on board and add your 2c to the ongoing discussion:
https://central.xero.com/s/question/0D53m00009lxGKdCAM/new-invoicing-layout?fromEmail=1
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Gemma Livings commented
The autosave option is already becoming a headache for me. I often begin an invoice and realise i need to do it at a later date or when i have more information. I never used the option 'save as draft' because it tended to just over-complicate the situation, preferring to just raise a fresh invoice when i was ready. Now we have one department that raises their own invoices on top of this. We now end up with a bunch of random 'draft' invoices sat there, which ultimate results in time wasting, making sure whether they're genuine or have been duplicated. Fingers crossed we'll be able to turn it off in the future!
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Olga O'Keefe commented
@Jim,
I deleted the attachment in my below post.
It will be great to spread your amended post to the wider community!
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Jim Morris commented
@Olga, @Paul, in Xero's defence they didn't delete my post, I did.
It was in direct reaction to seeing what Sigmatech had posted. However, I wasn't happy with the way I had worded it and wanted to include some helpful links before reposting it to other threads for the wider community.
Nice to know that we are all looking out for one another here though, so thanks for jumping in.
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Paul Howlett commented
EDIT: I stand corrected, Jim deleted his own post.
Ha! I also have an email containing a post from Jim Morris which, suspiciously, doesn't appear here.
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Olga O'Keefe commented
Hi All,
few minutes ago I received two messages with the links to two latest posts in this thread. Those were from Sigmatech (you can see it below) and another one from Jim Morris. I can't see Jim's post though. I guess, it was removed somehow.
Anyway, I attached his reply as a PDF file. I added ACCC's reply I received in July 2024 when I reported Xero Australia.
Maybe, if we submit such reports to ACCC en masse they will notice the issue.
PS. Jim's PDFed reply was deleted.
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Sigmatech Accounts commented
Wonderful. All it takes now is a miss-click and once a line item is gone, its saved into the invoice and there's no versioning or way to recover it.
Our line items contain important information which is time-consuming to recover from the source system.
What's more, the user may not even notice they have made the error, costing the company thousands of dollars.
Switching back to classic until autosave can be disabled, or proper versioning is enabled.
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Claire Parker commented
@Scott Leonard. How rude of Pat at Xero support. You asked for support on a critical invoicing issue and he/she/they basically told you to ******** and go read something about quotes. This isn't support or customer service. Pat at Xero support needs to go back to school and learn some manners as well as some basic accounting skills. Invoices and quotes serve greatly different purposes in an accounting system.
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Olga O'Keefe commented
I can suggest a different aspect of why they do this “detailed” autosave. It is much easier from the coder’s perspective to save every click we do than to save only meaningful info as the classic version does. It turned out that this “detailed” autosave is useful for quotes. Great! Keep it in quotes only and leave the invoice history free of rubbish notes.
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Scott Leonard commented
@Laine Ratsep.The contempt Xero continues to show professional users of this software is outrageous. I get nothing from my Account Manager and nothing when I put this issue directly to senior Xero reps at their live events.
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Laine Ratsep commented
@Scott Leonard - are they for real?? Quotes =/= Invoices - the legal requirements and ramifications are VERY different between the two functions. Completely leaving aside the dodgy tactic of trying to pit users against one another, they are also deflecting from the main request.
For reference, Pat at Xero Support, that comment was: Put it on a toggle and let an organisation decide whether they want Autosave on any or all functions. that way they are responsible for the legal ramifications, not Xero.
(Reference: "From Pat at Xero Support 29 Oct 24: Hi Scott
I want to make it clear that it is not our intention to remove the autosave feature or make it optional. We've got some very interesting feedback on autosave on quotes, which is yet to be implemented. If you're interested in seeing the sentiment from users around the lack of the autosave feature for quotes, feel free to have a read through the comments on the product idea." sent to that user) -
Mike Johnston commented
I have just read the comments re auto-save for quotes and agree with them - for quotes. Quotes are complicated and take a lot more time to put together - often spread over hours of consideration (what will my competitors quote, what's the customer's budget, what are the costs etc).
As anyone who has worked in a SB one would know, small businesses work very different with quotes than they do with invoices.
Invoicing is quite different, often copied from a a quote (hence double ups, thanks to the auto save functioning), take less time and if not copied from a quote, they are most often for us either repeat invoices or copy from last month's invoice with minor changes to text. Often a different person is doing the quotes versus invoicing at the completion of work or for a step payment invoice.
Invoicing and quoting are very different scenarios.
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Scott Leonard commented
From Pat at Xero Support 29 Oct 24: Hi Scott
I want to make it clear that it is not our intention to remove the autosave feature or make it optional. We've got some very interesting feedback on autosave on quotes, which is yet to be implemented. If you're interested in seeing the sentiment from users around the lack of the autosave feature for quotes, feel free to have a read through the comments on the product idea.
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Mike Johnston commented
Any chance this will be fixed (ie a no autosave option) before it's forced on us in 20 days' time.
Doing end of month invoicing now and autosave is frustrating & screwing things up. Resorting to Classic for October but November...? -
Mark Mannering commented
Totally agree. Can throw off the numbering system for invoices, you might not know a draft invoice is there (even though it displays 'Draft invoice saved') and you can end up with lots of unfinished drafts.
We, and I, see lots of (unhappy) Xero customers here with their (and my) VERY good reasons for turning off Auto-Save. I run Xero courses here in Albury, and yesterday's class all agreed there should be an option to turn it off.
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Jennifer O'Dea commented
I echo the request to turn off auto save, I prefer to save my changes myself when ready & not have the long audit trail that happens when it keeps auto saving.
I use copy invoice facility but that requires minor amendments (such as desc, lead ref & amount) but each time it auto saves & leaves a trail in notes of each tiny amendment I make. I always switch back to classic as it gets on my nerves.
At one point I wanted to preview an invoice & auto save was lagging behind slightly so my change didn't show, other times it's super quick so it saves before you really want it to.
Prefer ability to turn it off please so I can control how often it saves.