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Chart of Accounts - Ability to add custom fields

Provide the ability to add Custom Fileds to Chart of Accounts entries. Perhaps 3 each of the following field types... Date, Text, Number (to 2 decimal places), Logical Fields (Tick Boxes).

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John Vivian shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?


For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well. 

For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p. 

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  • John Vivian commented  ·   ·  Report

    Hi Kelly

    Please see attached three PowerPoint slides that I think outline my thoughts on this matter...

    Let me explain...

    Slide 1 - Would be available in the Settings area of Xero and would provide 9 fields as shown (3 Text, 3 Number and 3 Date Fields). These fields could be activated (Active, Logical Field (On/Off)), named (Field Label), ordered (Field Order) and included in appropriate reporting categories (Report Category, , Logical Field (On/Off)).

    Slide 2 - This shows how I would wish to use these fields and this is representation of Slide 1 with my specific requirements added.

    Slide 3 - This is a representation of how I see the page being presented for the user to insert their specific data requirements. Note, only fields with the Active field ticked on the settings page are shown here in the order that has been specified on the settings page.

    Reporting to include options categories wherever the Chart of Accounts is the master table.

    I trust that this helps, but feel free to get back to me if I can provide any further information.

    Many thanks

    John Vivian