Settings and activity
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41 votes
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2 votes
Appreciate ease when coming across from another software. Conversion balances and the way Xero works is quite critical to how outstanding invoices and bills are entered.
Xero makes sure your accounts receivable and payable are in balance to the transactions that have been entered.
While we will track the interest around this here I do want to be upfront that we don't have any plans to change the way in which these are entered.
David Varcoe
shared this idea
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506 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment David Varcoe
commented
Custome lines on fields are required for many industries. It is important that we are able to use these, as they do make the invoicing a lot simpler. Otherwise, it ends up that the accountant has to do this work for the company to get their invoices out.
This is at times very important on Projects, as the purchase order to the Sub Contractor to allow them to see the cost and the deductions for a job. We then should be able to translate this into the bill to be able to pay once the service is complete. The other companies do the same on their software, and as the orders grow, so does the amount of time we have to spend doing the paperwork,