Settings and activity
4 results found
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694 votes
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.
Joanne Walker
supported this idea
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192 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
Joanne Walker
supported this idea
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94 votes
Thanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
Joanne Walker
supported this idea
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1,450 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Joanne Walker
supported this idea
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