Settings and activity
9 results found
-
5 votes
Appreciate your feedback on the update to the Products and services lists, Paul. For now our product team are monitoring feedback closely and we'll get an understanding of the wider interest in this change.
An error occurred while saving the comment 
Margaret Zdunek
supported this idea
·
-
11 votes
An error occurred while saving the comment Margaret Zdunek
commented
Many of our customers ask for an order confirmation and it is too time consuming to produce one manually. Why can't this be added as a feature.
Margaret Zdunek
supported this idea
·
-
138 votes
An error occurred while saving the comment Margaret Zdunek
commented
Hi Michelle Saltmarsh, your idea may work for those who only have a few contacts but our company regularly has more than 6 contacts per client, which for us, is a problem when trying to do what you suggest.
The 'send me a copy' should be an on going option as it was before. There is no reason why it should have been taken off.
An error occurred while saving the comment Margaret Zdunek
commented
Yes definitely need this feature in the New Invoicing Screen. When emailing the invoices out on the old style invoicing screen, the 'Send me a copy' is automatic, now I have to remember to tick this every time. I need it to keep track of which invoices have been sent out in my outlook and follow them up if needed, without having to log into Xero every time.
Margaret Zdunek
supported this idea
·
-
57 votes
An error occurred while saving the comment Margaret Zdunek
commented
It seems ridiculous that something so simple has a restriction on it. I have just been advised, by Xero, that to get round this is I can add the additional contacts manually when sending invoices etc. ! So I subscribe to an accounting package which should make my life easier, yet I have to do extra work just to keep on top of things... Not to mention ALL the extra click throughs which are being introduced "In the name of progress". This is all just waisting my time!
Margaret Zdunek
supported this idea
·
-
6 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.
An error occurred while saving the comment Margaret Zdunek
commented
NOOO!!! Better to get rid of all autosave functions or make them an option.
Once an invoice is approved, and I assume sent, then it becomes a legal document so you should not be making any changes to it without serious consideration. The autosave on XERO in its current state makes you lose the original information without having the ability to revert back to the original copy. I have to print my drafts before working on them a second time to make sure I can refer to the original content in case of mistakes. What a waist of paper!!!
-
9 votes
An error occurred while saving the comment Margaret Zdunek
commented
NOOOOOOOOOOOOOOOOOO! DON'T TOUCH BILLS!! Autosave on New Invoicing has made it impossible to work with. All it needs is a reminder to pop up, asking if you want to save or not.
@Peter Rickert, you say that other programs have autosave, yes but they also have the option of reverting back to previous versions, in case you have made a mistake.
DO NOT MAKE XERO EVEN WORSE THAN IT IS...!
-
483 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
Margaret Zdunek
supported this idea
·
An error occurred while saving the comment Margaret Zdunek
commented
New Invoicing - Option to switch Autosave off
This feature is now costing us time and money. I really do not understand why this can not be implemented. WE DO NOT WANT OR NEED THIS FEATURE!!XERO WILL YOU PLEASE START LISTENING TO US AND PUT THIS RIGHT.
An error occurred while saving the comment Margaret Zdunek
commented
This is causing all sorts of problems with our invoicing. You can't breath without it saving. We have lost previous invoice information without the option of reverting back and it has slowed down the whole process because every time you press return it is saving. XERO GIVE US THE OPTION OF AUTO SAVE, NOT HAVE IT AS A DEFAULT WITH NO OPTIONS!
An error occurred while saving the comment 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.
-
28 votes
Thanks for your support and feedback on how visibility of the transactions related to stock on order and committed would be handy.
While we've been making a few improvements to inventory and Purchase orders recently I want to be open this is not a capability we have planned as yet.
Our product team have reviewed and will consider how they may provide more visibility in future, so I will share if there are any updates for you here.
Margaret Zdunek
shared this idea
·
-
180 votes
Hi everyone, apologies for the gap since our last update.
We appreciate your ongoing feedback and additional detail that’s been shared in this thread.
A dedicated units-of-measure field for line items isn't something we've committed to building as a standalone feature, though it's one we're actively considering as part of a wider look at extending invoice documents to better serve our customers.
For now, connected apps in the Xero App Store remain an immediate option to meet needs expressed. We'll post an update here as this broader work develops.
An error occurred while saving the comment Margaret Zdunek
commented
Our shipping company is now asking that we upload onto their platform, a csv commercial invoice with itemised price, description, quantity, commodity code and country of origin, instead of just uploading our own invoice which is causing us a lot more work and means that we can't easily send out urgent parts because it takes so long to fill in CSV file. I am very surprised that these fields weren't a feature from the word go.
Margaret Zdunek
supported this idea
·
This move is ridiculous. The search bar has been on the left from the beginning, so why on earth change it now. It should at least be the full length of the 50 characters allowed when entering the description of an item, so that searching is easier.
Muscle memory means that I now waste time going to the wrong side then have to consciously remember and move to the right.
The tiny panel which is now available makes it difficult to check that you have entered the correct details if an item is not coming up.
Why can't Xero concentrate on the important functionalities rather that how it looks.