Settings and activity
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402 votes
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TJ Biddle
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2 votesTJ Biddle
shared this idea
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560 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 TJ Biddle
commented
I'll comment on Xero's response:
Boooooooooooooooooooooooo 👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻👎🏻
An error occurred while saving the comment TJ Biddle
commented
*Custom Columns on Bills & Invoices*
Often, we'll be tracking an order in our own system under it's own number, say #1234. Currently we put this in the Reference field. However, our supplier will have their own order number as well, say "INV00123"
It would be nice to track both of these, be able to search, and be able to see them in the list view.
What I'll often do when I'm about to send a payment is select all the invoices, take the sum that Xero shows, and send a wire transfer for that. Then I'll copy/paste the text from Xero (Clean it up a bit) and email that to our supplier so they can reconcile all the bills we're attaching to that payment. Currently, they get a list of our order numbers - but then they need to reverse search and look up their own. We're already tracking this info on the description of a line-item, but this is impossible to see on the list view.
TJ Biddle
supported this idea
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106 votes
An error occurred while saving the comment TJ Biddle
commented
Lol, an 8 year old suggestion? It's literally a hyperlink. C'mon xero.
TJ Biddle
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13 votesTJ Biddle
supported this idea
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Auto-save is f---ing annoying!
1. I have many drafts that come in and they are expected to be ready for review already; when auto-saves are happening and someone goes in to mess around on something or just doesn't finish and then a draft is saved, it causes confusion!
2. if i'm working and change the invoice number, it then tries to autosave, but then if the invoice number is taken - it gets reset. it did this multiple times as i was trying to copy the format over from another invoice, and then went to another screen to copy the information i was going to replace, only to discover what i had just copied disappeared due to autosave finding a 'conflicting invoice' (which there wouldn't be because i wasn't ready to save!)