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  1. Contact - Having custom fields on invoices and contacts

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    231 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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    Wendy Palmer commented  · 

    Having heard back from The Xero specialist today, I have to fully agree with Penny O’Toole and Andrew Waugh that Xero don’t seem to care about what the end user actually requires, the suggested work around is what I’m already doing and it frustrates me to no end as well as being time consuming

    So my work around is to look at another provider

    We aren't able to assign a person to this product idea as each idea needs to be approved by our internal teams that work on new functions to Xero. The best suggestion I can make is to leave your comments and vote on that product idea since our product team continually review this page for suggestions on our upcoming changes to Xero.

    As far as I can see the last time Xero commented on this product was almost 2 years ago… monitor it .. I call BS

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    Wendy Palmer commented  · 

    I would like to be able to use Xero for NDIS clients who are invoiced via a Plan Manager.
    For this to happen I need to extract additional contact information from the contact profile, given my limited coding knowledge, I believe this should not be a significant challenge to implement.
    Additionally, I require an editable and visible column in the invoice creation process that indicates the date of service which can differ from the invoice date
    Attached is a mock-up illustrating how I envision using Xero

    Wendy Palmer supported this idea  ·