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422 results found

  1. Contact - Having custom fields on invoices and contacts

    Ability to add a custom fields to a contact record that is able to be displayed on invoices

    Purpose: Ability to include more information that’s unique to customers/business/industry that assist the transaction and relationship between customers

    641 votes

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    263 comments  ·  Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.

    However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.

    As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.

  2. Files - Control/edit the name of PDF files sent from Xero

    Ability to edit the PDF name when sending PDF attachment from Xero.

    Purpose: Users’ can name their attachment with their business name.

    77 votes

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    34 comments  ·  Files  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.

    Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.

    If there are any plans made we'll share here.

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