Settings and activity
1292 results found
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2 votes
Freya Pieroz
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16 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votesFreya Pieroz
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4 votesFreya Pieroz
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7 votesFreya Pieroz
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2 votesFreya Pieroz
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4 votes
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
Freya Pieroz
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306 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Freya Pieroz
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5 votes
Hi all, we appreciate the interest and hearing how you find autosave a useful feature when invoicing. At this stage, we don’t have any plans to roll out autosave to the editing of an invoice once it’s been approved.
We’ve made some recent improvements to autosave within the draft state of an invoice that we wanted to share with you - Our product team has optimised how invoices autosave to help reduce the lag, meaning invoices load and save faster. Thanks again for your feedback.
Freya Pieroz
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446 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 now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment An error occurred while saving the comment 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.An error occurred while saving the comment Freya Pieroz
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The repeated auto-save uses bandwidth that is at a premium when on the road, and processing power on the underpowered laptop that I travel with. I'd rather be able to minimise the usage of both when in rural and poorly serviced areas (such as just outside Canberra).
Freya Pieroz
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11 votes
Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this.
If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice.
It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team.
Freya Pieroz
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18 votes
An error occurred while saving the comment Freya Pieroz
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@Kristan Wright YES absolutely - my own family's SMSF has the same name as over 200 others according to the business register!
Freya Pieroz
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26 votesFreya Pieroz
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14 votes
Hi team, while not a feature wide control we've implemented a change leveraging Xero notifications service so you can set a reminder and stay on top of Activity Statement lodgments - Within the settings of this report you'll find a due date reminders tab where you can select a recipient and when you want the reminder to be sent.
Freya Pieroz
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5 votesFreya Pieroz
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9 votesFreya Pieroz
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67 votesFreya Pieroz
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24 votes
You can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
Freya Pieroz
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Something I noticed today, when an invoice autosaves and you have attachments open in the same view, it changes the visible attachment to the first one in the list. Which is REALLY ANNOYING when I'm copying information off of an attachment that isn't the first one.