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  1. Contacts - Custom fields on invoices and contacts

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    267 comments  ·  Invoices & quotes » Invoicing  ·  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.

    greg mandel supported this idea  · 
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    greg mandel commented  · 

    I signed up for a trial of Xero to check it out. We currently use QB desktop enterprise and are going to move to QB online or other affordable SAAS ecommerce/accounting software that uses an open architecture. Xero compares favorably to QB online in many ways to a point where if someone asked me about QB online i would suggest to them they also check out Xero. I am impressed. However in one way it does not and it's a way that we need. We have flags in our invoicing templates that are used to run filtered tracking reports and for royalty reporting, within UI. QB offers pre-programmed column fields for any use you want if not the one it's labeled for. Further they offer up to 12 custom fields added to an invoice template for which you can then run filtered transaction reports via the GUI selecting those fields. This way we do not have to make custom reporting for these reports outside the GUI which want to avoid. Though we can customize templates as we wish in Xero the fields we create cannot then be used to run filtered is what i was told by support. For various tracking reasons, and because of royalty accounting needs, use of tracking categories in Xero will not be enough. I recommend a a more robust architecture in this regard. Unfortunately Xero will not make it this round but I'll keep an eye on it development for next time in what appears to be an exciting newer ecommerce/accounting framework on the market that is user friendly and intuitive in ways, and invites 3rd party integrators to the table happily.