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deri jones
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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.