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  1. Customer statements - Export to Excel

    163 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jana Auton commented  · 

    Excel / CSV is critical in financial statements. This is a basic requirement. - 100% agree

    Jana Auton supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    456 votes

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    199 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jana Auton commented  · 

    Hello, we currently post our order number in the "reference" field. However, we still need a field for the customer's purchase order number and their sales contact person details. At the moment, I have to enter it in the item section. It would be very handy and look more professional if new fields could be created. Thank you

    Jana Auton supported this idea  ·