Settings and activity
7 results found
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22 votes
Kristy Adams
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440 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
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32 votes
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
Kristy Adams
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4 votesKristy Adams
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11 votesKristy Adams
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232 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Kristy Adams
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110 votesKristy Adams
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If it is possible for it NOT to auto-save with no contact entered, why can’t there be programming on the backend for a toggle option to be “off” to ignore the Contact field until it’s been saved!
This is driving me nuts!!! I changed a Draft Invoice a Staff Member created before printing to PDF, "so I had a record of it" but because it auto-saves now, I can't see what it was before!!!!!! I don't understand how so many people are requesting this (I came here to vote on it) and this is being ignored.