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26 votes
Hi everyone, thank you to everyone that participated in our teams survey from my last update. We appreciate your insights and these continue to help inform our teams of where they can best focus their efforts, as they continue to develop invoicing.
We don't have any plans at this stage to increase the Description field character limit from 4,000, however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers.
If there are any changes we will share an update with you all, here.
An error occurred while saving the comment 
Olga O'Keefe
supported this idea
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23 votesOlga O'Keefe
supported this idea
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442 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 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.
An error occurred while saving the comment Olga O'Keefe
commented
Hi All,
I think it will be useful for you to look at these two ideas and leave your comments:
If these two ideas go to production, the use of Xero will be unbearable.
An error occurred while saving the comment Olga O'Keefe
commented
Few months ago, I did find an original idea about some suggestion of how not to lose un-saved invoice. It did not have autosave in its title. I can’t find it right now and do not want to spend my time searching for it.
Kelly, I said about it before (somewhere below in this thread). Your idea of autosave is overkill! We do not need it. We need just a reminder when we click the cross closing the tab of a browser or closing the browser altogether. Every reputable software has those reminders.
We do not care about developers’ ego or how brilliant their coding was to create the autosave function that saves every click on the keyboard.
To your surprise we, users, can decide themselves whether we need to save recently made changes to the record (invoice, bill, journal) or not.
We just need a reminder!
An error occurred while saving the comment Olga O'Keefe
commented
We do not need to use any third party software to correct inconvenience created by "so cleaver" Xero coders. Remove autosave or make it optional!!!
An error occurred while saving the comment Olga O'Keefe
commented
I looked at previous ideas where people discussed their lost transactions (bills, invoices, money sped, money received, journals). The annoying thing that Xero does not warn you when you close the browser tab with UNSAVED record. That is the way to lose your records. It does happen to me; I will discover unsaved bills when the suppliers send me their statement.
The proposed decision was to issue a warning (as, for example, Xero does in custom reports when you change the layout) so you won't lose your unsaved record.
Instead of this Xero invented autosave. We did not ask for that.
Please make the autosave optional and create a warning for all type of transactions when we are trying to close the browser tab.
An error occurred while saving the comment Olga O'Keefe
commented
@Jim,
I deleted the attachment in my below post.
It will be great to spread your amended post to the wider community!
An error occurred while saving the comment Olga O'Keefe
commented
Hi All,
few minutes ago I received two messages with the links to two latest posts in this thread. Those were from Sigmatech (you can see it below) and another one from Jim Morris. I can't see Jim's post though. I guess, it was removed somehow.
Anyway, I attached his reply as a PDF file. I added ACCC's reply I received in July 2024 when I reported Xero Australia.
Maybe, if we submit such reports to ACCC en masse they will notice the issue.
PS. Jim's PDFed reply was deleted.
An error occurred while saving the comment Olga O'Keefe
commented
I can suggest a different aspect of why they do this “detailed” autosave. It is much easier from the coder’s perspective to save every click we do than to save only meaningful info as the classic version does. It turned out that this “detailed” autosave is useful for quotes. Great! Keep it in quotes only and leave the invoice history free of rubbish notes.
An error occurred while saving the comment Olga O'Keefe
commented
Autosave in every field is an OVERKILL!
As it was discussed in the community, just do a reminder option "you have an unsaved job" with two options to save or cancel when you are closing the tab in the browser.
Also, please restore "a beautiful" history of classic invoicing. We need to have just two lines: invoice was approved and invoice was emailed instead of 5 lines:
Invoice Sent
Edited
Edited
Invoice Unsent
ApprovedThe most bizarre is to see unsent when you click the Approve & email button.
Olga O'Keefe
supported this idea
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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 Olga O'Keefe
commented
It is a recipe for disaster! When the invoice is approved, we must not edit it in an autosave mode unless there is an option to reverse our steps.
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7 votes
An error occurred while saving the comment Olga O'Keefe
commented
Please do not do autosave for bills. Do not spread the new invoicing disaster to the bill module. Just make a pop-up reminder for us when we are closing the tab or browser.
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87 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
An error occurred while saving the comment Olga O'Keefe
commented
Holly and Jonathan,
I tired alt0173, it's okay on screen but shows as a dash in PDF. I tried other codes that were supposed to show a black line, but they instead showed funny
signs. Alt8203 which is mentioned on blanktext.net website gives a funny character as well. But when I copy from blanktext.net as Ben mentioned below it works perfectly every time. I think it is the way to go until Xero fixes this problem.The little dash drives me crazy in the bank reconciliation report. Especially when I reconcile credit cards. That dash is not minu; it is just emptiness. It is the only report with this funny dash. At the moment Xero is extremely inconsistent.
An error occurred while saving the comment Olga O'Keefe
commented
@Ben Tooke,
Thank you very much! It does work!
An error occurred while saving the comment Olga O'Keefe
commented
Leslie,
I just tried. No, nothing holds the blank lines.
An error occurred while saving the comment Olga O'Keefe
commented
@Gary Young,
totally agree! Maybe the product team needs to go back to coding classes.
Olga O'Keefe
supported this idea
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102 votes
Hi team, we know some of our customers find using inventory(Products and Services) in Xero a little restrictive atm. Related to the idea here - Exploring the ability to record negative inventory, or back order of stock in Xero is in our product teams plans. They have a bits of work to get through first, but we'll shift this idea to Under review and keep you updated when this progresses.
An error occurred while saving the comment Olga O'Keefe
commented
Also, allow to save a draft invoice without ledger account and tax rate. Classic invoicing allowed it.
Olga O'Keefe
supported this idea
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5 votes
An error occurred while saving the comment Olga O'Keefe
commented
Susan,
Thank you for this post! I am not the only one who is annoyed with this.
I raised a case with this error. My correspondence with Xero specialists is attached.
We do not need this reminder at all! It is not critical at the time when we fill in the contact’s details. If we miss BSB or account numbers, we will be reminded about it when we make batch payment. I believe that this “reminder” is part of Xero upgrade and preparedness for the new platform. Some brilliant programmers are trying to outsmart the bookkeepers!
Xero, please remove this warning, we do not need it at all. Xero was functioning well without it for many years.
Olga O'Keefe
supported this idea
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24 votes
An error occurred while saving the comment Olga O'Keefe
commented
Optimus Fintech,
before posting any ad, you could learn the difference between account receivables and account payables. Just a hint, this discussion has nothing to do with your ad.
An error occurred while saving the comment Olga O'Keefe
commented
Now I discovered another wrong thing. It is due date. You can see it if you copy an invoice with a due date that differs from your default invoice settings. For example, your invoice default settings is 30NET. And invoice has it as 60NET.
Xero, we ask you to copy an invoice. It means that we need to have an EXACT copy. Instead of this you do the following (in respect of due date):
1. When the invoice is copied the due date is taken from our default invoice settings, ie 30 NET.
2. Few second later (1-2 sec) the due date changes to the customer’s default and the pop-up with Don’t Apply appears. I might see it because my computer is slow. However, many users complain about extreme slowness in new invoicing.
3. If I click Don’t Apply (do not apply defaults) the due date goes back to 30 NET but not to the original settings in the invoice that I copied (!) as anyone would expect.The above sequence of events tells me that you did not copy an invoice per se. You copied some bits and pieces of invoice, default invoice setting and then applied customer’s defaults. Pure dog’s breakfast!
Please clean this mess.
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
This morning, I copied a quote to other quotes with the same customer’s name. Surprise-surprise! The defaults were not applied! All quote parameters were mirrored to new quotes correctly. The default currency was USD, but original quote had AUD, and new quotes had it correctly as AUD. I saw the only (rubbishy) pop-up “The quote was copied”. So, quotes were the first introduced module of new invoicing, if I understand it correctly. Funny thing is why the function of “Copy invoice” is different from “Copy quote”? Why “Copy invoice” has so many pop-ups?
An error occurred while saving the comment Olga O'Keefe
commented
Kelly,
I raised a ticket with this problem and had a share-screen session with Xero specialist.
Below is my comment after that session. She promised to refer it to the production team.
Thank you for the screen sharing session and brining to my attention that there is an option "do not apply" the defaults to a freshly copied invoice.
However, the option of "Don't apply" should not be there in the first place, because I did not have any intentions to use the defaults, I copied the invoice and expected to see the invoice parameters (not defaults).
Indeed, there are four popping up windows. But you need to be quick to catch them! They disappear from the screen one by one in 5 seconds!!! I timed it. The last to disappear is the option "Don't apply".
Xero, do you expect me in the middle of a busy day to pay attention to some rubbishy looking pop-ups that disappear in 5 seconds?
By the way, the info in these pop-ups is indeed useless and contradicting:
1. Invoice copied. Yeah, great! I can see it on my screen that I copied an invoice. Is it a check needed for the coder? Is it a message needed for JAX?
2. Add a contact to start saving. Really??? I just copied a contact together with the invoice.
3. Contact defaults have been applied to this invoice. "Don't apply". It looks like Xero is trying to outsmart a user. I asked you to copy the invoice, but not the defaults.
4. The tracking options for some line items have changed as you have selected a new contact. Is it a reminder for a coder? Can you please decipher this phrase for me? Firstly, I did not select a new contact. Secondly, the change in the tracking options were done by you deliberately (see point 3 above).Please, remove all pop-ups and DO NOT APPLY DEFAULTS to a copied invoice. Look at classic invoicing and just mirror the Copy Invoice function from there.
Olga O'Keefe
shared this idea
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20 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
Olga O'Keefe
supported this idea
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347 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment Olga O'Keefe
commented
Jim,
Few months ago, I found information about accounting software/apps on ATO’s website. ATO is not auditing them. It is up to us to ensure that they are suitable for usage. It is our responsibility, not ATO’s. I guess, market will sort it out eventually. It is so sad to see Xero’s self-destruction
Olga O'Keefe
supported this idea
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24 votes
An error occurred while saving the comment Olga O'Keefe
commented
The new prediction function creates an error when our typing is intercepted by autosave procedure. It can be something else, but it looks to me as autosave connected. If you type, for example, 415 as the ledger account code, and the “delay” caused by autosave happens after you typed 41, Xero will record 410 account ledger instead of 415. It is extremely annoying! The correct outcome is an error notification “account 41 does not exist” or something like this. But Xero outsmarts itself and boldly records 410.
Olga O'Keefe
supported this idea
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410 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
Your comment:
“Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked in classic invoicing.”
is not correct. Classic invoicing did not apply customer’s defaults to a copied invoice.
Please see the details in my post:
When we copy an invoice, we must have a copy of the invoice not customer’s defaults. Some examples of the invoice-to-be-copied for you to consider:
1. Tracking categories in the invoice do not match the customer’s defaults
2. Due date in the invoice does not match the customer’s defaults.In both cases applying customer’s defaults creates an error. Classic invoicing never did it. Classic invoicing did copy an invoice.
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
I received a reply from your specialist. Please see it below. Could you please comment on it? It does contradict your explanation.
Hi Olga
Thanks for reaching out.
The 'send me a copy' does not stay on with the New Invoicing. This is a feature on the Classic Invoicing.
However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
If you have any feedback on New Invoicing, and have specific functionalities that you would like to see in New Invoicing, then we suggest you raise these in Xero Product ideas.
Our Product team will be actively monitoring these requests before the retirement of classic invoicing, and prioritising the ideas most requested by our customers.
I’ve included a link to the idea where you can view and support it or create a new idea to share your thoughts.
Xero Product Ideas: Sales Invoicing - Automate 'send me a copy' on invoices
Regards
Rita
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly, thank you for advising me to raise a case with Xero for my problem. Anyway, my browser does remember the tick in the "attached PDF" field, but it does not remember the tick in the "Send me a copy". What a strange browser!
I am addressing this issue with your specialist now.
An error occurred while saving the comment Olga O'Keefe
commented
Kelly,
This statement is not true: "Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send me a copy' are based on the last email you sent"
I just emailed 5 invoices. I ticked the "Send me a copy" box in the first email. Then I had to tick it in each of 4 consecutive emails. It does not remember the selection made in the last email sent.
Olga O'Keefe
supported this idea
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346 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
It has been said many times, please stop insulting us with "new ideas" or "ideas". Please stop calling black white. Did you read 1984 by George Orwell? You took away our "arm" and attached it to our "back". Now you are saying that there is good interest to return the arm to its righteous place. Does somebody in Xero (management, marketing, PR, development departments) have courage to admit it?
Olga O'Keefe
supported this idea
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199 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Olga O'Keefe
commented
Kelly,
The below post, @Jen Paul, February 17, 2025 10:49 AM, shows a reply from Xero Support. It is extremely disappointing. This issue has nothing to do with the invoice template. We can create the template exactly how we wish and use our trading name in it only.
The problem is an EMAIL template. We can't customise it. New invoicing puts the LEGAL name at the top of the email message.
This problem can be fixed in a second. Just replace "Legal / Trading name" on "Display name" in the code that creates the email message.
Both names are listed in the Organisation Settings.
Olga O'Keefe
supported this idea
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161 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
An error occurred while saving the comment Olga O'Keefe
commented
@Monique Boseley
I read about it in another thread, I think. But Xero made some partial work-around for this problem.
We can copy an invoice to an invoice, bill, PO and quote not from the invoice itself but from the list of invoices. However, we can copy only DRAFT and PAID invoices. It is extremely annoying.
@Kelly M,
Could you please tell us when we will be able to have this function for ANY invoice?
Olga O'Keefe
supported this idea
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229 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Olga O'Keefe
commented
Corinne,
you are right, new invoicing is extremely slow for everyone! We all complaint about it. We think that it is due to the autosave function.
You can look at this discussion.
Olga O'Keefe
supported this idea
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43 votesOlga O'Keefe
supported this idea
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5 votes
Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly, thank you for following up on this one.
I just experimented and discovered why we can't see an email address in the freshly copied invoice when you click on "Email". Because it was not saved!!!
Classic invoicing does not show the Email button in the draft invoice until the invoice is saved. It does make sense.
New invoicing shows the Email option in the dropdown menu BEFORE the invoice is saved. When we push it, no email address in the "To:" line. After the invoice is saved, the "To:" line shows the email address.
My suggestion is it's better to remove the "Email" option from the dropdown menu. It must appear only after the invoice is saved.
I tried the above in the morning with dummy invoices.
Now I had to copy three real invoices and email them. The first invoice did show the email address in the "To:" line when I clicked "Approve & Email" button. But, two other invoices did not show the email addresses. I had to cancel. When you cancel two things happen: the invoice is approved and marked as unsent. Then I emailed the invoices using the dropdown menu option "Email".
It is very frustrating.
1. Why cancelling "Approve & Email" cancels "Email" only?
2. Why the first copied invoice was okay with the email address and two others were not?An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
May I interpret this? In new accounting, when we copy an invoice, the message appears:
"Contact and Item defaults will not reapply to the new invoice. If you want to reapply defaults, remove and reselect the Contact or Item after the invoice is copied."
This means that we need to reselect the contact if we want to see the correct email address!!!
This undermines the purpose of copying an invoice.
Is it possible to restore a proper "copy to" function as classic invoicing has it?
Olga O'Keefe
supported this idea
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49 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
An error occurred while saving the comment Olga O'Keefe
commented
Hi Kelly,
Clearly, this is a glitch. Unfortunately, it got only 8 votes. I hope more users will vote. But, frankly speaking, is it just 1 vote enough to fix it?
Olga O'Keefe
supported this idea
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Hi Kelly,
thank you for the update.
However, your reply is a joke.
This "however we're interested to continue tracking the interest in community and understand what the optimal amount of characters would be for our customers" is a waste of time. You need to copy this parameter from classic invoicing.