Settings and activity
3 results found
-
689 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 An error occurred while saving the comment 
Lisa Beech
commented
WE WOULD LIKE TO BE ABLE TO ADD VEHICLE DETAILS FOR EACH CUSTOMER
Lisa Beech
supported this idea
·
-
247 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
…
An error occurred while saving the comment Lisa Beech
commented
We use the quotes system everyday and all the notes would be great if they were transferred to the invoice
-
76 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
An error occurred while saving the comment Lisa Beech
commented
This would make the ordering of more product extremely easy as we would need to track down the bills wasting valuable time.
Lisa Beech
supported this idea
·
We believe this would be a valuable asset to xero as almost everyone i have spoken with, including those I have convinced to change to xero have said that they can't believe this feature is not currently available.