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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Heather Palmer commented
i would suggest you go back to the classic invoicing, new invoicing is **** and missing functionality
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Sue Rhodes commented
I agree with comment made by Margaret Zdunek
On a few occasions I have had to stop processing an invoice to leave it for another day because of lack of information but because it saves automatically the invoice has been generated. I then go to raise another invoice and it gives me the next number. This never used to happen with the old style invoicing. I now have gaps in my invoice numbers. I need to be able to just get out of invoicing without using a number. Also sometimes I go into a draft invoice to try out a revised pricing model but because it saves automatically I now have to print the draft before the changes so that I can revert back to the original pricing once finished.
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Andrea Darlington commented
Ive gone back to the old version until September! Hopefully someone may decide to let us toggle it on and off.
I use cut and paste into my invoices and if I don't change the invoice number quick enough it auto savs as something else and I have to start again! Too time consuming!
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Mathi Rai commented
I too would find it difficult to continue with Xero if this isn’t fixed. PLEASE DO NOT DISCONTINUE OLD SYSTEM. let the users decide what they would rather use. There is too much wrong with new invoicing and it is being hurried through with no choice
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Aana Ngatoro commented
The autosave feature should be chosen by the user if they wanted it on or off. This is so frustrating when you are splitting Invoices or have progress invoices in your drafts. Also no option to cancel data entered and go back to the original invoice if a human error occurred, and lets be real ....they occur so if it doesn't get looked at by xero techs and give the option to turn off then their must be better accounting systems that offer all features ..... who made the decision to put this feature in their in the first place "seriously" !!!
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Peter Brown commented
Autosave is a useful feature but I wasn't aware it was on, so made some temporary changes to an invoice then exited WITHOUT saving, and then found I had lost the original invoice
Must be something that can be toggled by the user
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Freya Pieroz commented
Autosaving means that the history of an invoice where all I had to do was:
- import the on-billable expenses,
- import what went on the last invoice,
- copy the text from the last invoice's line items to the new invoice's line items,
- fix the line item quantities and values,
- delete the imported lines from the last invoice, and
- send the invoice
looks like the attached screenshot. Cluttered. -
Melanie Parrock commented
Please make autosave an option, having it may be useful for some users but not for others, making it optional would provide a solution for everyone,
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Todd Bryson commented
It does not suit my business. It makes my job so much harder and it causes mistakes.
We should be able to choose the option. -
Lee Daley commented
We do not want auto save either. There should be the option to turn it on or off.
Or there should be the option to cancel the changes made.
I would also like the approve button to be the default rather than approve and email. I prefer to email invoices out in batches. Too time consuming doing one at time. -
Bianca Davitt commented
Autosave is NOT a feature that we want. I regularly open an invoice just to check a price or give a customer a quick verbal quote over the phone so that I don't have to do maths in my head. Autosave means I will have at least 20 or 30 false draft invoices saved every day that I do not want, and I will now have to allocate time to separating them from the real drafts i do want, and delete off the false ones.
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Shervin K commented
I don't like this not being toggleable. Too many drafts lingering around and if you delete them, you've already incremented the invoice number.
Why are most of these "improvements" lately not improvements but new quirks? -
Fiona Davidson commented
Petition for Xero Executives Regarding Alleged "Improvements"
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Cleanaux Pty Ltd commented
Not happy at all with autosave because I can't go back to my original invoice. This needs to be optional.
We have been with Xero for years and years but I think we will need to explore other options. There are sooo may features that other platforms have but Xero doesn't. i think its time for Xero to move with times as well. Does the Xero team ever seriously ask us (their clients) what "we" really need???? -
Jemma Lynch commented
Needs to have the option to "turn off" autosave or UNDO actions. The history doesn't even allow you to view the previously saved versions so there is no way to track changes. This is incredibly frustrating and causing major issues.
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Scott Leonard commented
The auto save is making it impossible to update details in the reference field from repeating invoices. I have been trying to get support to take this seriously since 22 Dec 2022! Now we are about to be forced to use new invoicing. This is such an issue for my day to day work that it may be the last straw for me and Xero.
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Jo Adams commented
Agree - especially since you cant see missing stock.
New invoicing is so much harder to work with.. I am seriously condiering changing to quickbooks.. Been a XERO user for 10 years. -
Marco Aveiro commented
I also agree on this. The "auto saving" feature is nice at times, but it is very important to have the ability to turn it off and on and needed. when working especially with draft invoices, it is irritating that there is no undo button if manually editing an invoice, but as soon as you click another item code, or change a description, it automatically over writes what you previously had with no way to recover it. not even being able to review what was previously there to ensure you didnt accidentally remove an important piece of information.
please allow for auto save to be disabled.
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Margaret Zdunek commented
On a few occasions I have had to stop processing an invoice to leave it for another day because of lack of information but because it saves automatically the invoice has been generated. I then go to raise another invoice and it gives me the next number. This never used to happen with the old style invoicing. I now have gaps in my invoice numbers. I need to be able to just get out of invoicing without using a number. Also sometimes I go into a draft invoice to try out a revised pricing model but because it saves automatically I now have to print the draft before the changes so that I can revert back to the original pricing once finished.
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Ned Ramsay commented
I play around with invoices to ensure they are correct and formatted appropriately for clients.
I am now taking screenshots of the invoice before I work on them so I can go back if need be.