Settings and activity
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222 votes
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Kevin Hales
commented
Hi team, I do like the layout of the new invoicing, and get that moving a customer base the size that Xero has across to a new platform for probably the most widely used feature outside of bank rec would have been a massive undertaking, but the fact that new invoicing doesn't let me configure whether I want to attach files as a default when sending invoices is a big issue for my business.
I know I should just remember to check that the box is ticked before sending an invoice, but to me good software is something that remembers things like that for me as a user.
I understand the cost of implementing a feature that may not be so critical or important to people can be prohibitive, and can see that only 216 people have voted for this one so suspect it's probably further down your list, but do you have any idea please of when you might be able to fix this please?
Every time I forget I have to resend the invoice to my client, then take more time to write an email to apologise to them for my mistake, then chastise myself for actually making the mistake, and finally end up here wondering when Xero will be able to solve this for me :)
Is there any light at the end of this tunnel for me please?Kevin Hales
supported this idea
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221 votes
An error occurred while saving the comment Kevin Hales
commented
Hi Xero, are you able to give us feedback on whether having the option to disable the autosave is something that is being seriously considered, and if so, what the timeframe is please?
Your product team may think waiting up to five seconds for a button to activate in the data entry screen isn't such a big deal (which I'm guessing is why they introduced this feature without the ability to turn it off), but this is happening to me multiple times a day, and is becoming increasingly frustrating everytime it does. Especially when none of the other cloud software I use to run my business has this issue.
Come on Xero, can you communicate with us on what the plan is here please. I don't expect this to be fixed tomorrow, but I would like to know that you're listening and there's light at the end of this tunnel....?An error occurred while saving the comment Kevin Hales
commented
Hi team
I get the benefit autosave brings to the bulk of the users for entering invoices, but reading through the comments below I can see some have the same issue I have, where the autosaving is slowing down my invoicing process.
When I create an invoice for a job, I continually find myself having to wait for the autosave to complete before I can attach a pdf of the job details that needs to go out with the invoice. As a workaround I try to remember to attach the file straight after the contact has loaded, but this isn't always possible and often I just forget to do it :)
Even if it's not possible to turn it off, maybe something that doesn't update every time you move out of a field in the invoice form?
Not a show stopper for me compared to the impact it's having on some of the other use cases in this thread, but something that is still frustrating, so thought I'd take the time to comment.Kevin Hales
supported this idea
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Hi team, I think I may have missed the announcement to this thread, but it looks like the functionality within Xero has now changed that it remembers what you did last time when emailing an invoice? I've noticed that when I go to send invoices now, if there is a file marked to be attached in the main invoice screen, it now populates the tick box in the send email screen which is awesome!
Thanks so much for that, any chance that the final part of this, having Xero remember what my preference is when attaching files in the invoice screen and automatically populate that tick box as well please?