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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Nadine Hyslop commented
YES! Firstly, I actually really like the auto-save feature, as some afternoons our internet gives up for an hour or so.
BUT, I can't count how many times I've been interrupted and thought I copied the invoice then wind up completely clearing that customers one only to find out I never copied it and have now lost the info. This means a lot more work going back through papers to re-create the original invoice (hopefully we haven't lost income from this).Please Xero, if you can't turn it off (or don't want to) at least create some sort of 'undo' feature to avoid these kinds of mistakes happening!
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Brian Gaetjens commented
VERY inconvenient that draft invoices auto-save. I usually create invoices by copying from an existing invoice. The first auto-save happens even before I've typed the invoice # I would like to use rather than the one Xero likes to allocate. the continual auto-save also creates a massive history trail which makes it then difficult to see my history of actual changes.
Since at least February 2024, users have been requesting that auto-save be either removed or made optional. Will this happen before the legacy version (without auto-save) is removed?? -
Brian Gaetjens commented
VERY inconvenient that draft invoices auto-save. I usually create invoices by copying from an existing invoice. The first auto-save happens even before I've typed the invoice # I would like to use rather than the one Xero likes to allocate. the continual auto-save also creates a massive history trail which makes it then difficult to see my history of actual changes.
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B F commented
Come on Xero pay attention to your users. This is a critical option to prevent lost work and you haven't even acknowledged it with over 250 votes
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Mike Johnston commented
So many unwanted blank or half invoices are being created and throwing off the invoice numbering - need to either be able to turn this off or have it not save when exiting.
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Sue Packer commented
I edit invoices and will close to reopen to the last time 'I' saved. I understand that some users prefer auto save. But how could this be implemented without the considering the user who don't. Always need on / off option.
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Bianca Davitt commented
Its just getting worse..... I was just raising a 4 line invoice in classic (i only use classic as new is not fit for purpose).
When I finished entering all the info, I pressed APPROVE and thought I was done.
But then my production called me and said they cant find my invoice. After hunting for it, I found that my invoice had somehow converted itself into an autosave draft in new invoicing format; and was in the draft folder, MISSING 2 LINES !!!
No idea how or why this happened, but now I'm going to have to check every single "approved" invoice, every time, to make sure it has actually saved in the proper way, with all of it's lines intact.
XERO - please stop screwing around with our lives!
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Pyroclassic Fires commented
Please turn this off or give us the option to use. its useless in its current form
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Michelle Jackson commented
I cannot use the new Invoicing due to this feature. Please turn Auto save OFF.
We use the Invoice as a job card, entering daily times, materials and details from which 3 of us manage the job until invoicing. Auto save disrupts this ideas phase by saving when not wanted and losing data.
Please get rid of it. -
Matt Cranney commented
A year on and still no option to switch this off? or have I missed something?
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Annie Thorne commented
Yes, yes, yes! I'm in agreement with both of these points.
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Debra Stott commented
Please listen to your customers Xero, and fix the problem with Autosave. It is slowing everything down, and as previous writers have said there should be a check button that you can uncheck if you do not want autosave. Also when entering a customer's name, we cannot see what we are typing as the box is obscuring the view and if we have misspelt the customer name a new customer is automatically saved which is soooo annoying. Please Fix This!!!
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Charlotte Watts commented
Creating too many drafts which then have to be removed. Also cannot change the contact once started...if you mis-type it creates a new contact which is then going to sit in contacts and keep coming up when typing in future....please can we remove auto save....or at least have an option to turn it OFF!!
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Sarah Zwickl commented
Yes please make this an option, it stuffs up my invoice numbering, slows the whole process of entering in the details.
Now takes me twice as long to enter in an invoice which cost me time and money
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Chris Curlett commented
Autosave is a real issue.
Come on, XERO, we all know how simple it is to have an ON/OFF setting in the defaults.
Please make this happen to help users!
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Jacky Hollins commented
I assist a client with their bookkeeping; he sends notes from harvest, which I refine and move lines around until they're in the format he requires. When I'm fininshed with one section, In the classic invoicing, I'd save and continue edit and check totals etc. - If there's an error I'd simply cancel and go back into the draft and it would carry on where I'd left off from my last save. now it saves over potential errors and it takes longer to fix up mistakes or look for them. I have to print a pdf of the draft and work from there, but this doesnt always show the item code and tax excl amounts so it's actually not a great solution. PLEASE LET US TURN OFF AUTO SAVE!
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Olga O'Keefe commented
Autosave in every field is an OVERKILL!
As it was discussed in the community, just do a reminder option "you have an unsaved job" with two options to save or cancel when you are closing the tab in the browser.
Also, please restore "a beautiful" history of classic invoicing. We need to have just two lines: invoice was approved and invoice was emailed instead of 5 lines:
Invoice Sent
Edited
Edited
Invoice Unsent
ApprovedThe most bizarre is to see unsent when you click the Approve & email button.
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Trina Noda commented
Gggggggrrrrrrr, why aren't Xero listening to their customers?!?!?!
I mean I'm no IT guru but surely it can't be that hard to have an option where if you want Autosave on, then you turn it on and if you seriously don't want it on (like me) you should be able to toggle it off in the settings???
I am actually getting so fed up with this bloody autosave and the fact that we're not getting a response from Xero!
Our company has spent hours setting up the product codes, in such a way that the most common product we invoice out, shows up first and if I need to select the product below it, if I'm not fast enough in selecting a line below the first one, before Autosave kicks in, I end up clicking on the option to create a new bloody Product Code so I feel like it's a race between me and Xero so that this option doesn't get the chance to see the light of day!
Aaaaaaaannnnd if I type in the wrong customer name by accident, obviously, Autosave creates a whole new contact. I hate to think how many of these so called new contacts I have had to Archive because of this issue.
When is Xero going to respond to this, what seems like, simple fix???
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Deborah Mohr commented
I concur with all that has been said. This could be a useful feature but it completely kills my monthly invoice which is 200 lines long - old invoicing system handled it without issue. Now I'm going to have to start splitting the invoice into 4 or more just to get it completed. Such a waste of time. An option to turn it off would be ideal.
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Jules Breese commented
Auto save on invoicing is unnecessary and should be turned off. time wasted when you've made a mistake and you need to cancel all the drafts and the work put the sequential invoice numbering which gets screwed up as well.