Settings and activity

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1. New Invoicing - Option to switch Autosave off

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   244 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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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   Melanie Parrock commented  ·  14 March, 2024  ·  Edit…  ·  delete…

   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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   Melanie Parrock supported this idea  ·  14 March, 2024

2. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

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   Melanie Parrock commented  ·  14 March, 2023  ·  Edit…  ·  delete…

   Invoice/bill dates are not representative of actual send or received dates, and I totally rely on this information being easily available within Xero, the link to Gmail or O365 that provided an e-mail trail was a perfect solution, in the absence of this a new solution will need to be found asap.

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   Melanie Parrock supported this idea  ·  14 March, 2023