Settings and activity
3 results found
-
588 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.
Kaitlin Radstaak
supported this idea
·
An error occurred while saving the comment -
177 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Kaitlin Radstaak
commented
Seeking this functionality as our CRM has multiple reference fields available that we need to use, however when we export invoices to Xero there is only the one reference field. We desperately need multiple reference fields on Xero invoices to properly integrate and invoice providers who require more information. We don't have time to manually manipulate invoices when we have 1300 clients to invoice every month end. Xero, please listen to your paying customers and create more flexible invoicing options.
Kaitlin Radstaak
supported this idea
·
-
192 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Kaitlin Radstaak
commented
I am experiencing the same issue and got told to come here as there still isn't a fix. We have two Trading Names under the one Organisation in Xero. I have setup different email templates and logos. However, the massive ugly heading in the email now doesn't match one template as you cannot change this or update for a different Trading Name. Please update this Xero, it's ugly and doesn't work in the real world for businesses who have multiple or different trading names compared to the legal business name.
Kaitlin Radstaak
supported this idea
·
Seeking this functionality as our CRM has multiple reference fields available that we need to use, however when we export invoices to Xero there is only the one reference field. We desperately need multiple reference fields on Xero invoices to properly integrate and invoice providers who require more information. We don't have time to manually manipulate invoices when we have 1300 clients to invoice every month end. Xero, please listen to your paying customers and create more flexible invoicing options.