Settings and activity
2 results found
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13 votes
Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
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85 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
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deri jones
commented
This is gap in Xero functionality that comes up regularly in the forums (some examples below)
The exact feature desired:When I am within any ONE field (most commonly in the Sales invoice "Description" field)
* I want Some words to be Bold, others Italic, some in a different Font Color
The CRUCIAL detail here: is that this is text all within the ONE field - yet DIFFERENT formats per word.A) Xero does NOT allow this.
--------------------------B) You can prove to yourself that Xero lacks this:
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In Xero when you type into say the Description field: you wil see there is NO row of icons above: no icons for bold / italic / bullets etc. Without those icons - the users could NEVER control which word gets which format.
Compare that to your normal email software or other Web apps - that DO offer those icons above.C) Resolvng a common confusion: the above can NOT be achieved using Xero's 'Custom Templates' feature
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The forums show regular uncertainty - people suggesting to try Custom-Templates.
BUT that feature does NOT do the above. 100% not.I) It allows 100% of the words in any one field - to ALL have the same, customised format that you decide (eg ALL words are bold)
I) it does NOT allow words inside that field, to have varying formats.D) But Custom-templates CAN achieve a DIFFERENT need - that some people want:
-------------------------------------------------------------------------------IF: they do not want different formats for different words in the SAME field
But they want: "sometimes Description field to be red-font: and in other Invoices to be black"That can be achieved: by creating 2 custom-templates: in one, Description is red=font. In the other, Black.
Then as you edit any one Invoice, you can select from among the custom templates you created - as needed (NB- one custom-template is Default and so new Invoices always start with it==========================================================
Some recent forum questions on it:
> https://central.xero.com/s/question/0D53m00006f5eHOCAY/highlight-text-on-invoice> https://central.xero.com/s/question/0D51N00004xmgYxSAI/format-text-in-bold-or-red
Yes - setting a Default for all users would help alot. Removes one piece of wasted brain work -having to remember it and click it
Especially for users who only occasionally look at invoices.