Settings and activity
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514 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.
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Roberto de Sa
supported this idea
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I would like to add some "Merge Fields" to my custom .docx invoice, to show "Project" details. as for now, the only thing for my customers to figure out what the invoice is for, is the PO#, which I have to manually enter in the "Reference" box, when creating an invoice. The reference box when creating an invoice, is tiny. So, it's fine for a PO#, but too small to enter any more substantial information.
Something that could help with this, would be "Prompt Fields", which could ask the XERO user questions or give hints to enter certain information manually, as an invoice is being created, to avoid info being forgotten or accidentally left out.
Info such as "Contact", "Delivery Address", "Comment/Notes".
If I could have the "Project" name, or customers job/project number show up on the invoice, that would assist my customers in identifying which job/project to allocate the payment to.
A job/project description is much easier for a person to work with, then solely a PO# entered under reference. Plus, this creates a double check, in case the PO# or job name is entered incorrectly.