Settings and activity
3 results found
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144 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
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Dave Clarkson
supported this idea
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213 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
An error occurred while saving the comment Dave Clarkson
commented
I currently have a free trial, I like the look of xero over competition at present, but This is looking ot be a deal breaker.
We often have 30 or more items on the invoice plus lines for labour costs, we want to be able to describe the service carried out (which can be done in the description field) but not show line items of individual spares or materials, we just need a total for the client.
Pointless paying for email invoicing with payment links if we have to use a seperate invoicing software so the invoices can be sent as we need.Dave Clarkson
supported this idea
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614 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.
Dave Clarkson
supported this idea
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I use a computer to make work easier, why am I having to keep a post it note with the latest account number for Xero?
Due to this, we do not expect "function desired by many for over 2 yrs" to be delivered in the coming short-term.
I wonder if we can expect it in the linger term?