Settings and activity
3 results found
-
705 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 
Laura Bridle
supported this idea
·
-
545 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Laura Bridle
supported this idea
·
-
167 votes
Hi everyone, thanks for continuing to share your feedback and examples on this idea.
While our team have done some early exploration of bundling tracked inventory and can see the value this could bring to businesses that sell products made up of multiple items, there’s complexity involved in shaping the right solution.
We want to be upfront that this work isn’t on the roadmap at this stage, it’s something we’re continuing to assess longer term.
We’ll make sure to update here if there is any news to share.
An error occurred while saving the comment Laura Bridle
commented
Furthermore - the ability to include image files would be excellent.
An error occurred while saving the comment Laura Bridle
commented
This would make keeping track of our inventory and providing detailed quotes SO much more straightforward.
Laura Bridle
supported this idea
·
Really disapointing response from Xero on this. Not really sure what "building on beautiful means" either..