Contacts: Statements - Allow to be sent to Contact Groups
Ability to send statements to contact groups.
Purpose: To make users’ easier to send statements rather than sending it individually.
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is live.
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Susan Mukumi
commented
Hi Kelly, thanks for the update on Xero's new baby JAX, but the request we have all made here was not specifically about getting paid faster (although that may be the case for some who have asked for this improvement), but about being able to prepare statements by contact groups. I do not feel that you have addressed the overwhelming request by Xero uses for this at all. There seems to be a lot of enthusiasm for developing your AI, but not what users are actually asking for. I hope this improvement is in the nearer future and not the far.
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Tim Jack
commented
Hi Kelly, please listen to what the people are saying. An LLM might be the future of all workflows, but you/Xero are ignoring the very clear demand for deterministic solutions based on well-structured data that is sitting in front every user, every day but is currently useless for a basic requirement. You are trying the 3rd guess how we want to work. You have gone full clippy!. Please come back to the real world of actual requirements.
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Helen Kirkland
commented
Give us what we asked for first - ability to send statements to contact groups - then diddle with JAX agent later!
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Geraldine Swanepoel
commented
Once again Xero disappoints. You change the login screen but do not care to work on the requests sent by customers. Building an agent within JAX does not help at all! WE NEED TO SEND STATEMENTS! It's not about chasing customers. As a school the statements are put in the quarterly reports. WE NEED TO BE ABLE TO SEND STATEMENTS FROM GROUPS!
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Helen Schafer
commented
The only viable work around I've found is to tag my contacts with a code and then search / filter by the code to bulk send the Statements. The only places you can add an additional code is either directly in the Contact Name, or in the Contact Account Number. It definitely does help for some clients but of course can only filter up to 200 in a page list at any one time.
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uditi karan
commented
This feature will make it much easier to share statements with multiple contacts at once, saving time and reducing repetitive work. It would also be helpful to have a clear and flexible way to share https://jkt-jktapk.org/ or information when needed. Overall, contact groups could make statement sharing much more efficient and organized.
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Paul Chapman
commented
The manual process of selecting statements to send works for micro businesses, but as a team of 5 with over 300 customers and 3 seniors responsible for sales, we now have to spend time discussing which statements can and can't be sent each month.
Please push this higher on the agenda.
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Geraldine Swanepoel
commented
I am sorry we changed our bookkeeping system as this is a major flaw in Xero. We have nearly 1000 accounts and the groups per account is between 25 and 40. 24 groups. It takes me an entire day to send and print statements. This alone would be a reason to change again. Xero seems to think that the requests from customers are not important.
This "idea" was posted by Xero September 2013???
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Lisa Allison
commented
Manually filtering and selecting, in our case, 200 from a list of 500 EVERY MONTH is a ridiculous suggestion. This would be a simple feature to add with a very, very practical and in demand use case. Take it out of discovery and put it in to a priority list, now.
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DAFDAS FGHJ
commented
Thanks for the update on contact groups in Xero. Bulk sending statements would save time and improve workflow for many businesses.
Glad to hear this feature is being explored. Simpler tools and smoother user experiences are always valuable, similar to discussions around https://hackdelta.net/هاك-دلتا-ايفون/.
Looking forward to future updates.
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Robert Morre
commented
This would be a huge time saver for businesses managing large contact lists. Sending statements one by one feels unnecessary when contact groups already exist, similar to how streamlined tools improve workflow efficiency. Even solutions focused on organization and utility, like https://tichop.com/item/large-titanium-cutting-board-dual-sided-101/ this dual-sided titanium cutting board option, show how convenience features can make a big difference. Glad to see this is in discovery and hopefully it gets prioritized soon.
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Afroz Ali
commented
Hi
Also having statements automated to be sent on the 1st of every month to customers would be very helpful.
Thanks
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Michael Glen
commented
I need to send 'direct debit customers' Statements with a different branding theme. The current workaround is clunky. To be able to send statements for a specific contact group would be a great improvement.
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Geraldine Swanepoel
commented
This is the 2nd time I have asked about sending statements from groups. Xero works on changing the dashboard and stuff like that. Please listen to the customers and work on stuff they are requesting.
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Marion Moir
commented
Please. This feature would be a game changer. it would take away hours of ticking boxes. It seems this question has been asked by hundreds of people yet there is still no change. It would be so helpful
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Jo Onions
commented
Any update on this feature at all please?
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JAM Eleanor
commented
Thanks for the suggestion — being able to send statements directly to contacts would definitely simplify communication and make follow-ups much clearer, especially when handling client billing or updates.
It made me think about how clear communication and smooth workflows matter in other systems too — even in gaming communities. For example, in games like Car Parking Multiplayer, players often share tutorials, tuning setups, and update notes in community groups. When information is clearly organized and easy to send to others (just like a contact statement), it helps everyone stay on the same page and reduces confusion.
Whether you’re sharing financial info or gaming tips, the logic is similar: people want straightforward tools that make it easy to distribute the right info to the right contacts. So I think this feature would be a great quality-of-life improvement. 🙌
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Bahiya Fawaz
commented
Sending Statements by contact group would be a game changer. Please make it a priority. It could save hours during monthly billing cycles.
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Tim Jack
commented
Thanks for the response, Kelly. It really was tumble weed in here for a very long time. The suggestion that we can use the filters fundamentally misunderstands the gap. The existing filter on statements suggests "Contact, account no., email or postal address", whereas the functionality being requested aligns for more closely with groups (i.e. lovingly hand-crafted lists that we only wish to lovingly hand-craft, *once*) or smart-lists . Helping your customers collect payments faster is a worthy goal, but the truth is you can only move the needle so far, and the functionality being requested here has far wider use. Think hand-crafted lists. Think (for example) customers that have requested a regular statement vs those who do not. Then within that, customers who want monthly, vs quarterly. Then think customers for whom you would attach one sort of covering email (harsh but fair) vs another (harsh but fair but harsh). Those of us with some experience of development in these environments know how difficult rigging custom groups to drive statements would be so getting a timeline for delivery within the next three weeks, with delivery no later than 31-Mar-2026 would not seem unreasonable. Your immediate thoughts on those timelines would be appreciated.