Settings and activity
1 result found
-
637 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 An error occurred while saving the comment 
Maya Adamson
commented
@Gavin, I agree. Our accountant prefers Xero and I believe many accountants do prefer it over other software such as Quickbooks. Unfortunately it's not the accountants who are the end user/customer, it's the businesses. We're the ones who need to navigate the "front end" of the software and our needs are clearly of no concern to the folks at Xero. We have clients who need us to address their invoices to their client (ie. John Citizen c/- Client ABC). Currently the only way to do this is to set up a new client file for each job, so I have to explain to my client that this can't be done in Xero. It makes our business look bad. When we were with Quickbooks we could easily edit the contact details in each individual invoice created so it was addressed to one entity but filed under another. Not exactly rocket science. Xero couldn't give a ****. They're looking after back end users only.
An error occurred while saving the comment Maya Adamson
commented
@Troy, I'd suggest trying Quickbooks Online. I found their invoicing much more user friendly and far more customisable than Xero. I only switched because our accountant preferred it. I now wish I hadn't....
An error occurred while saving the comment Maya Adamson
commented
Agree 100% with Barry below. This is extremely disappointing. I wish I'd never left Quickbooks. Honestly, HOW HARD CAN IT BE to add a little bitty custom field on an invoice template? I often need to invoice Customer B care of Customer A. I could easily make this happen in Quickbooks by being able to edit the customer field in the invoice to add an extra line above my Client to add, "Attention: Mrs Smith, c/-". I don't understand why this is so **** difficult. Very very disappointing Xero. As Barry suggested, perhaps take a bit of time out from your "building on beautiful" to actually listen to your customers.
An error occurred while saving the comment Maya Adamson
commented
Definitely a custom field on invoices is required. We often need to invoice "Customer B" c/- Customer A. A custom field would allow us to add a recipient name care of the organisation in our contact list.
Maya Adamson
supported this idea
·
@ Xero, this is a VERY basic function that your customers are requesting. Not having this function impacts on our ability to service OUR customers, and it makes us look incompetent. We are tired of having to provide our customer with the excuse, "Our accounting software doesn't have that function". This basic function has been available with Quickbooks Online for over 12 years. I personally regret switching to XERO at the suggestion of my accountant. XERO is clearly tailored to meet the needs of accountants and is completely out-of-touch with the needs of it's end-users. I'm so sick of this ****. I want to go back to Quickbooks.