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perhaps NewZealand is TOO SMALL a place, with TOO FEW PEOPLE to think on the broader world wide scale of business.... I first supported this request in September 2022, and there has neither been action or excuses from XERO yet.

For those of you are looking to compare with other packages, Kashflow has always had this function. We changed because our accountant suggested it, but it is REALLY annoying.

also to be able to select more than one contact when sending out bulk statements for s customer

'You are wasting your ********* on the desert air" as my old dad used to say.... how long has this thread been running................

Why would we want to create a contact group if not to treat them as one company? For companies with different branches and addresses but one central accounting department this is essential

I think that was me putting up the idea in 2021. I put it up again this year. Still no action from Xero. Come on guys! All the info is there! We just can't compile it! It used tyo be there. Why take it away? Why?

So tedious that this basic functionality isn't there

It is a very simple addition to the existing statement structure, why has this NOT been a priority. Our clients have been asking for a while.
There are entitles which want billing separate for each department but statement sent as one for single payment.

Please Xero I am begging you to please put back a very simple feature that has been taken away.

I used to be able to create a statement for a group of stores with the click of one button.
"Create statement for group".
This feature has been taken away.
I now have to do this on a excel spreadsheet by hand.
I have to enter in every single invoice number, date, PO and $.
As my business grows if this feature is not put back I will have to move to another accounts system.
This costs me about 6 hours currently at the end of each month to do it manually.

WHY? Why did you remove it?
All the info is there but it can't be compiled anymore.
What is the point of groups now?

How is this still not possible?? there was already a client asking for this from 2021??

It would be a great option to recognise various end customers through a single primary client (if that makes sense). i.e 'The ABC Fund' CARE OF '123 Pty Ltd'... The DEF Fund' Care of 123 Pty Ltd; So 123 Pty Ltd might have e,g 10+ customers who like to pay their own invoices but id like the invoices all to go and be recorded against 123 Pty Ltd. So my clients are accountants who have multiple smsf trustee clients of their own that they provide to me to audit. The accountants pass the invoices they recieve onto the smsf trustees to pay the audit invoice that i generate, not the accountant. Its common for accountants to have this arrangement in place. But id like to do it with the accountant as the 'care of' client. For this to really work and be effective though means that the Fund name or final recipient would have to be enlarged on the invoice to say 'hey this is for you ultimately' then the accountant would have to drop in significance to say we are in care of this invoice which we will then pass on. A customer through a customer. The current reference on the invoice is not achieving quite the same thing.

@ David Champ. We have a similar workaround and it's the best we're going to get from the Xero system as the developers are completely ignoring these threads.

We have decided not to adopt Xero just yet partly because of the lack of Groups filter in Invoices and Statements.

I have devised a workaround in case its of use, since we do not use the actual Xero Contact Name in communications with the client (only the Persons names) we add a ‘/E’ (email), ‘/P’ (post) etc to the end of the Contact Name, it’ easy then to use the name filters (in both statements and invoices) to filter on Email or Post.

This is something Xero has been told about for months if not years. TIME TO GET YOUR ACT TOGETHER GUYS!

Xero, surely this is something that can be easily done and would make a huge difference when identifying customer groups for sending out monthly statements

I think it was be a huge benefit if I could 'group' various companies in Xero for accounting and cashflow/budgeting purposes. Does anyone know if there is an app/add-in that is able to do this?

This needs to be put in place to easily and quickly differentiate the posted versus emailed versus direct debit customers. We currently have a staff member that has to scroll through hundreds of customers each month and click each one in each group so that they get the correct type of statement. Contact groups is a good idea but only if we can make good use of them.

Would it be possible to send statements as per the customer groups

We need to distnguish between emailing customer statements and printing them. Super manual process at the moment which is really time consuming so if this could be rolled out ASAP that would be beneficial to a few of my clients

Create group structures in Xero that mirror XPM - so group invoices and statements can be viewed together.

very critical to us as well..frustrating that this is not available