Settings and activity
3 results found
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55 votes
Hi everyone, thanks for sharing your feedback on this idea.
We understand how being able to insert a new line exactly where you need it in a long invoice would make editing much quicker and easier, especially when you’re updating existing line items.
We’ve reviewed your suggestion and moved it to Gaining Support, so other members of the community can vote and add comments to share how this change would improve their invoicing workflow.
Please keep adding your use cases and examples — this helps our product team better understand the impact and where this could make the biggest difference.
We’ll continue to monitor the feedback here and share any updates as we have them
Danielle Selby
supported this idea
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71 votes
Hi everyone, we appreciate interest from you all here in being able to adopt autosave into Quotes. Across the board there are mixed reviews from users that would, and those that would not like to see this enhancement across Xero features.
Right now, the current experience requires you to click Save on the quote before navigating to another screen in Xero.
We appreciate there are other contributing factors to the need here like session timeouts and internet connectivity.
Being upfront this isn't a feature we have roadmapped at this time, however our product teams are aware of the needs and interest of this here and will take this into consideration as they continue to plan the future of Quotes across Xero. If there are any plans to progress this we'll make sure to keep you all informed and updated through this idea. Thanks
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Danielle Selby
supported this idea
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6 votes
Danielle Selby
supported this idea
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It would be incredibly helpful if Xero could automatically save Quotes while they are being edited (for example, every 1 minute or after a period of inactivity).
Currently, if a user is working on a quote and experiences a power outage, internet interruption, browser crash, or accidentally closes the window before manually clicking Save, all work completed since the last save is lost. This can be extremely frustrating and time-consuming, particularly for more detailed quotes.
If this functionality does not already exist, an auto-save feature that periodically saves a draft in the background would greatly improve the user experience.
Even an optional setting that allows businesses to enable or disable auto-save, or choose the save interval, would be a valuable addition.