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  1. Contact - Having custom fields on invoices and contacts

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Cathy Lachapelle commented  · 

    I need the ability to put in a PO number and a vendor number. Custom fields would help me to do this. The workaround is clunky and error-prone and has cost me delays in getting paid.

    I would also appreciate the option for an automatic (non-custom) field that puts in the period of performance (date range) for the tasks & expenses invoice. As a consultant all of my invoices are for tasks & expenses, and I need to report the time period for the tasks I am invoicing as a date range (required for some clients). This is data you already have as I need to input it to produce the invoice, please just make it available to me to put on my invoice.

    Cathy Lachapelle supported this idea  ·