Settings and activity
8 results found
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433 votes
An error occurred while saving the comment An error occurred while saving the comment 
Mike Johnston
commented
Have customers complaining that some invoices are doubled-up this month. One could claim user error, but it shouldn't be this easy for my team to make mistakes. The real cause... autosave creating copies of previous month's invoices, which someone then sent in the end of the month rush. One has been voided as it was clearly an error, creating more problems, which wouldn't have happened if a) autosave had been off and/or b) the classic had stayed on overnight. Now talking to my accountant about moving our 4 businesses off Xero - March/April would be the best timing after all.
An error occurred while saving the comment Mike Johnston
commented
Surely this auto-save bug/oversight in new invoicing is going to be fixed before 27-Feb??!!??
I had assumed the outright hatred of this was the reason new invoicing was delayed from Dec 2024, but didn't see it mentioned in an update email today...
Every time I copy an invoice without changing to classic first it causes issues and drives me crazy with lost time having to re-draft again.
An error occurred while saving the comment 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.
An error occurred while saving the comment 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...?Mike Johnston
supported this idea
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An error occurred while saving the comment 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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9 votesMike Johnston
supported this idea
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An error occurred while saving the comment Mike Johnston
commented
Agree - yet another backward redesign.
Good to see the fundamental alphabetical order oversight has been addressed, so maybe someone is listening here...
Add to these 'needs improvements'
1/ bring back the default earnings rate - don't need to scroll done the list for every employee to get to 'ordinary earnings'
2/ Now takes 3 clicks with the mouse to over-write the 0:00 for each entry - used to be one click in the box. Getting RSI here...
3/ The display is only 1 week, so invariably entering for the current week instead of last week and then
4/ can no longer delete a draft timesheet, leading to oversight the following week and then having to back-out a pay run to readdress.
5/ too big on the screen, using a lot of white space = a lot of eye movement strain flicking left/right/left to capture all the days of the week and total
6/ pointless pop-up to approve your approve
7 still cannot enter more than one employee's timesheet at once - basic feature to enter the whole team at once on one page is still missing -
32 votes
An error occurred while saving the comment Mike Johnston
commented
Agree - need to be able to edit the invoice email like we used to. Business clients do not want due date, amount on it and we don't want our logo on it (but need it on the invoice as we have a different trading name than business name).
If we untick include logo from the invoice settings, we lose it from the email (good) but also from the invoice (bad). Editing email templates has no access to the unwanted top - bring back email editing
Logo is looking like attached when delivered and then gets distorted when forwarded. Need to be able to edit all of the email as we could.Mike Johnston
supported this idea
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8 votes
An error occurred while saving the comment Mike Johnston
commented
Agree - need to be able to edit the invoice email like we used to. Business clients do not want due date or amount on it, and we don't want our Logo on it (but need it on the invoice as we have a different trading name than business name).
Logo is looking like attached when delivered and then gets distorted when forwarded. Need to be able to edit all of the email as we could.Mike Johnston
supported this idea
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10 votesMike Johnston
supported this idea
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An error occurred while saving the comment Mike Johnston
commented
There must be another request for this somewhere as I voted for this several years ago...
Please add this - every invoice that we email we have to copy the subtotal from the invoice and paste it into the email followed by the text "+GST" (used to have this text as standard until forgetting the copy-and-paste led to complaints). We do this as customers have an ex-GST in their expectations and react badly when they get the standard GST-included email.
New invoicing emailing makes it easier, as can review the invoice to get the subtotal, but it's still extra work, something to remember and an opportunity for errors. How difficult is it to add an email placeholder from an invoice field? -
3 votesMike Johnston
shared this idea
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549 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Mike Johnston
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902 votesMike Johnston
supported this idea
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Sharing this as it might help others frustrated with invoice auto-save (isn't everyone?).
I'm not sure if this is working in every situation but I am now avoiding auto-save by not entering a contact until the last step of invoice creation. most of our invoices are copies of previous month's so I delete the contact out as part of the copying process. Seems to be working much better and faster this way, just entering the contact as the last step before approval/saving.
Here's hoping Xero kills autosave ASAP