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  1. Contact - Having custom fields on invoices and contacts

    637 votes

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    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  ·