Settings and activity
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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
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Liezl Els
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
Liezl Els
supported this idea
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As a business that prepares large quotations, it would be extremely helpful to have the ability to insert a new line directly at the mouse pointer location. For example, by right-clicking and selecting "Insert Line", the new row could be added exactly where it's needed.
Currently, the only option is to scroll to the bottom of the quotation, click "Add Row", and then scroll back up to move the new line into the correct position. This becomes very time-consuming when working on large quotes. Having an "Insert Line" option at the cursor location would significantly improve efficiency and make editing quotations much easier.