I hear you — the auto-save feature in Xero's new invoicing can definitely be frustrating when you're using third-party tools like Trello that rely on the invoice being manually saved or finalized. Auto-save often triggers too early, before all the details are complete.
At the moment, Xero doesn’t allow you to turn off auto-save in the new invoicing layout. One workaround could be adjusting your Trello integration (if possible) to trigger only when the invoice is approved or marked as sent, instead of just saved.
We've come across this issue with several clients, and it's something we cover in our training sessions. If you're looking for guidance on setting up workflows like this effectively, feel free to check out our Xero training here:
👉 https://ecloud-experts.com/xero-training/
I hear you — the auto-save feature in Xero's new invoicing can definitely be frustrating when you're using third-party tools like Trello that rely on the invoice being manually saved or finalized. Auto-save often triggers too early, before all the details are complete.
At the moment, Xero doesn’t allow you to turn off auto-save in the new invoicing layout. One workaround could be adjusting your Trello integration (if possible) to trigger only when the invoice is approved or marked as sent, instead of just saved.
We've come across this issue with several clients, and it's something we cover in our training sessions. If you're looking for guidance on setting up workflows like this effectively, feel free to check out our Xero training here:
👉 https://ecloud-experts.com/xero-training/
Hope that helps!