Settings and activity
4 results found
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3 votes
Roberto de Sa
shared this idea
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56 votes
Hello everyone, thanks for the detail and support shared for this idea. We understand how recurring expenses would enable efficiency when you have frequent expenses of a similar nature (like subscriptions), so have moved the idea to Accepted.
Currently there is work needed within expenses to enable us to develop this capability. Once we're in a better position to be able to dive deeper into this work, we'll review all of your suggestions and share any progress with you here.
An error occurred while saving the comment Roberto de Sa
supported this idea
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9 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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640 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.
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