Settings and activity
2 results found
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9 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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66 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
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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.