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  1. Quotes - Autosave

    26 votes

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    18 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.

    To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.

    If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks

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    James Gardner commented  · 

    I am literally open mouthed at the jawdropping incompetence of the development of this product. Thanks for more and more wasted time. As so many others have said, of course we all wish we had hit save, but that is not how busy, overstretched people work. We make mistakes, Xero is meant to, at phenomenal cost, HELP its customers, not actively hinder them.

    Maybe it is time to find some professional software. Utterly incredible.

  2. Invoicing - Auto updating your quote or invoice while working on it.

    4 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    James Gardner commented  · 

    This is incredibly irritating. My computer has a "feature" whereby a "gesture" will navigate to the previous page. So any time it decides I have done this, I will go back to the Quote home screen, going forward goes to a blank page, and I have to start again.

    Surely the auto saving of work is really Web App v.000001, not missing from a supposedly advanced accounting product ?

  3. Quotes - Insert hyperlink text in description

    20 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    James Gardner commented  · 

    This seems a really odd omission. If I am quoting for materials - I would like the ability to store a link for those materials - either for the client to see what they are, or for myself to be able to order those products - for example if I am running low on stock.

    James Gardner supported this idea  ·