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  1. Contact - Having custom fields on invoices and contacts

    604 votes

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    253 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Laura Bridle commented  · 

    Really disapointing response from Xero on this. Not really sure what "building on beautiful means" either..

    Laura Bridle supported this idea  · 

  2. Sales Invoice - Include files attached to an invoice when sending

    303 votes

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    48 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. Inventory - Create groups/combinations of items

    16 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Laura Bridle commented  · 

    Furthermore - the ability to include image files would be excellent.

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    Laura Bridle commented  · 

    This would make keeping track of our inventory and providing detailed quotes SO much more straightforward.

    Laura Bridle supported this idea  ·