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10 votes
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Andrew Waugh
supported this idea
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557 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 Andrew Waugh
commented
So disapppointing that this feature is still not on the roadmap, 13 years later.
Requested in 2012
Pages and pages of responses from people saying they need itWe often have to resort to creating invoices in spreadsheets again on complex jobs or filling in extra lines in the invoice to explain the cost breakdowns. This takes time, increases chance of errors and reduces readability for the client.
I read the "building on beautiful" link that a community manager posted here as a pinned response (at the time of writing)
In my case, I hire equipment for events, it's important to know not just the quantity of items, but how many days they're being used for. I'd also love to have subtotals for different areas we're working on. (whether different stages, or dividing up labour, equipment, transport etc).
Custom fields could meet all of the goals of building on beautiful, building simplicity, innovation and accessibility. It's a far more accessible, readable and useful to allow custom fields in an invoice that suit the needs of the client and business rather than the awful workarounds often required.
As it stands, it's a weak and partially implemented solution and without drastic changes, I know it could be so much better.
An error occurred while saving the comment Andrew Waugh
commented
I need to add "duration" as a column. The ability to have graduated prices for different lengths of time would be an amazing addition too.
eg. 1 day price, additional day price, and long term hire price (per week) or something similar.
But at the very least, a way to add duration, so quantity can be saved for the number of a product I am providing, would help my xero invoices be more streamlined and readable.
Andrew Waugh
supported this idea
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72 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Andrew Waugh
supported this idea
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197 votes
An error occurred while saving the comment Andrew Waugh
commented
oh...
I've been on hubdoc for a while now, I just signed up to xero projects in the hopes it would help fill some gaps I find in Xero's features.
This not being integrated, seems like a bizarre omission.
As from what I can see, Xero doesn't really reply to these threads, does anyone else in the comments have recommendations of other tools that could speed things up?
I want to assign expenses to a project, without necessarily trying to bill the client for every little expense.
I'm dealing with this now, it's infuriating.
If I break up the line items on a receipt, so I can categorise them properly (consumables vs equipment assets)
the tax total is out by 1cent vs if xero/hubdoc calculates the GST on the receipts total.
I can't submit the receipt with the tax amounts not matching (and will have to jump through hoops to sort it out)
It's a bit silly.