Settings and activity
3 results found
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86 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.
Nick Horton
supported this idea
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679 votes
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.
An error occurred while saving the comment Nick Horton
supported this idea
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36 votesNick Horton
supported this idea
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This is ridiculous that custom fields are not a thing for all entities (Contacts, Invoices etc) in Xero. They would need to be defined in the settings area and then as they aren't just created ad-hoc per invoice, contact (or whatever entity they're associated with), they could be searchable and reportable.
For example, one reason for these is it would be great to have a custom field on an invoice for us to be able to add our back-costing margin figure from our job management software to enable us to do more reporting directly from Xero.
This then allows us to make Xero our central hub for ALL our financial data, management accounting included, not just taxation-based accounting.
How long is it going to take you to get this added? These are available in other accounting packages.