Settings and activity
4 results found
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1 vote
Roberto de Sa
shared this idea
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49 votes
Thanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.
An error occurred while saving the comment Roberto de Sa
supported this idea
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7 votes
An error occurred while saving the comment Roberto de Sa
commented
The ATO app in Australia, does this quite well.
You put in the trips start and finish, then they just have a toggle switch for "Do you want to record the return trip?" Easy!!
The ATO app, also allows you to save regular/favorite trips, which you might travel often and give them a sensible name like "Post Office Drop", "Hardware Store", "Materials Supplier". Very good for repetitive tasks.Roberto de Sa
supported this idea
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549 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 Roberto de Sa
commented
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.Roberto de Sa
supported this idea
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It would be reality helpful, to be able to save regular/favorite trips, when making mileage claims, for trips you might do often and give them a sensible name like "Post Office Drop", "Hardware Store", "Materials Supplier". Very good for repetitive tasks/trips.
The Australian ATO app, does this quite well.
It also offers other methods of entering KM's.
- Favorite trips
- Point to point
- GPS trip
- Odometer reading
- Logbook