Settings and activity
2 results found
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514 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
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NATALIE TAYLOR
supported this idea
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43 votes
Hey everyone, thanks for sharing your thoughts here - love the drive for efficiency! In case you weren't already aware, Xero does have a number of shortcuts available. Check out our article about tips and shortcuts for the full list.
Meantime, there are a number of other more specific ideas for keyboard shortcuts which you might like to vote too.
An error occurred while saving the comment NATALIE TAYLOR
commented
they really really need some shortcuts added... having you click and scroll anytime you need to add a few new products (not enough to upload a whole spreadsheet), it will be AMAZING just to have a ctrl+ command.
PLEASE CONSIDER. No shortcuts is XERO's only downfall.
NATALIE TAYLOR
supported this idea
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dear XERO admin teams - I'd strongly urge you to reconsider your customers not being allowed to add their own field. I have many clients, mainly in the medical fields that would STRONGLY benefit.
I will provide a scenario:
- a medical practitioner that see's a patient regularly, but them only invoices once a month
In this example, a custom field of "service date" would be extremely beneficial!!
although the ability to manually add the date as an additional line in the Description field, when doing this for only one or two patients, that's suitable... however, when you're attempting to use the "upload template" feature and upload in bulk - it doesn't work because you can't simply add the "item" number and have the Description field auto populate... you need to go back into each invoice manually once uploaded and then write the additional line into item line OR you need to re-write each item description on the template before uploading. it's a MASSIVE waste of time, whereas, by adding a simple "date of" field would eliminate all the extra and unnecessary work load.
Simply put - when filling in the template to upload - you would only need the service date an item number and the generic description would suffice and SAVE HOURS!