Settings and activity
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686 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.
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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!