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  1. 51 votes

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    Sonya Lees commented  · 

    Recently noticing new contacts are being created when i'm merely searching for a contact when drafting an invoice. Definitely should require further confirmation than nudging a tab button which I habitually use to confirm my search criteria.

    Sonya Lees supported this idea  · 
  2. 448 votes

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    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;

    Thanks again for all your feedback and sharing with us in the forums here.

    Updated 10 Sept 25

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    Sonya Lees commented  · 

    Unnecessary invoices are being created regardless of whether I chose to select save options, very frustrating.

    Same is happening with contacts.

    Autosaving should be an optional feature ideally.

    Sonya Lees supported this idea  · 
  3. 609 votes

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    Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.

    We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.

    That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks

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    Sonya Lees commented  · 

    I enter bills into draft during the month and for certain suppliers there are various transactions all going to one supplier which is then only approved once the statement has been received and checked. Being able to revert to draft if the approve option has been prematurely selected would be very helpful, or at the least a double warning for approvals.

    Currently I just remember and edit the approved invoices accordingly as I don't want multiple voided entries in the system.

    Sonya Lees supported this idea  · 
  4. 494 votes

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    Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

    As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

    While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…

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    Sonya Lees commented  · 

    This would be incredibly helpful! Reverting to draft for invoices and bills also, would greatly assist when the incorrect options have been selected instead of having to make a mental note.

    Sonya Lees supported this idea  · 
  5. 33 votes

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    Sonya Lees commented  · 

    Now that this is coming into play I cannot stress how frustrating it is not to be able to chose what information I enter on to a draft invoice e.g. dates. Dates allow me a regulate the status of projects. Having to add a date at an early stage will just waste my time having to adjust it, potentially multiple times. Please allow for more flexibility on the draft invoice.

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  6. 41 votes

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    Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.

    Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.

    Sonya Lees supported this idea  · 
  7. 526 votes

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    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
    Sonya Lees supported this idea  ·