Xero HQ fields for templates

Any template can use the following date fields to populate dates whether SuiteFiles is connected to Xero Practice Manager or not

Date Field Value
[DATE:TODAY]
[DATE:TODAYTEXT]
[DATE:FULLTODAYTEXT]
[DATE:YEAR]
Today's date formatted DD/MM/YYYY (e.g. 21/04/2016)
Today's date formatted DD MMM YYYY (e.g. 21 Apr 2016)
Today's date formatted DD MMMM YYYY (e.g. 21 April 2016)
The current year formatted YYYY (e.g. 2016)

When working with document and email templates in SuiteFiles you can add custom fields to them that will pull information about the client from Xero HQ and display in the finished file. The field syntax to use and their corresponding data in HQ are:

Field Name Value
[CLIENT:ADDRESS]
[CLIENT:BUSINESSNAME]
[CLIENT:IRD]
[PRIMARYCONTACT:FULLNAME]
[CUSTOM:BUSINESSSTRUCTURE]
[CUSTOM:EMAIL]
[CUSTOM:FIRSTNAME]
[CUSTOM:ID]
[CUSTOM:LASTNAME]
[CUSTOM:NAME]
[CUSTOM:BUSINESSNAME]
[CUSTOM:ORGANISATIONID]
[CUSTOM:PHONE]
[CUSTOM:PREFIX]
[CUSTOM:STATUS]
ADDRESS
BUSINESS NAME
IRD NUMBER
PRIMARY CONTACT FULL NAME
BUSINESS STRUCTURE
EMAIL
FIRST NAME
ID
LAST NAME
NAME
BUSINESS NAME
ORGANISATION ID
PHONE
PREFIX
STATUS

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