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.
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Jean van Rooyen commented
Contacts: Statements - Allow to be sent to Contact Groups
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Marci Mitchell commented
@Jade Bai Nice work around! thanks for sharing! Although WHY Xero hasn't prioritized this fix (it's been mentioned for TEN YEARS!!) is beyond my understanding!
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Jade Bai commented
I have figured a work around for us - may not work for some...
We do not use the Account Number option on the contact and have removed it from showing on our invoices/statements.. However there are only certain customers we send statements to and I have used the Account number option to preface each with STMT and then there name e.g STMTSMITH or STMTBROWN
Then when you go to send statements i use the filter option, put in STMT and it brings up all the customers i send statements to...
You could then use any preface to group your contacts... -
Michelle Stephens Byrne commented
I have customer contracts in different groups - I have to go into contacts and manually tick each contact I identify as being in the relevant group. How simple it would be if you could select each of the contact groups to send statements to .....doesn't seem like this would be a huge effort from Xero tech team to put in place :(
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KIM HARRIS commented
QUITE TIRESOEM THAT YOU CANT DO THIS - having to send each one individually
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Kathy Gledhill commented
We operate 4 entities out of the one account and it would save time and errors if we were able to separate them out when doing statements
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Christine McMahon commented
We have 4 separate divisions with 4 different branding. Very time consuming as we have to tick up to 65 individual customers in one division to send statements and sometimes we send the wrong customer a different branded statement as names of customers can be similar to another division, which becomes confusing for the customer.
I thought with us setting the customers into groups would help, but there is no way to make it work. Having this sorted would, 1.save us time, 2. not allowing mistakes sending statements to the wrong customer -
Gail Pussard commented
I thought Xero used to be able to do this. This is very important. You can export by Group so the sort code is in Xero. Cant be a difficult fix.
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Kayla Rogers commented
This helps clients with multiple entities keep track of what they have and haven't paid - in turn it helps us focus on our work instead of following up for them.
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Michelle Spann commented
This would be super helpful when you have clients with multiple billing entities, and who don't always keep track of what has/hasn't been paid already.
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Andrew Stuart commented
The Receivable Invoice Summary is a good report but you can't run it by payment date
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Jamie Wells commented
The Receivable Invoice Summary is a good report but you can't run it by payment date
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Cobus Nell commented
We have various customer groups- we would like to send to selected groups only - rather than selecting customers individually
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Shanelle Naidoo commented
Good day, Hope you guys are well.
Regarding a school, we need to send out statements to the parents, we do this by giving the learners letters and they can take them home to their parents. Due to there being different class (0/ R - 4-A-H), we need to have a way to print per class. Xero does not give the option to print per class. I would need to select each student and it is time consuming. Please assist in adding this feature. We would really appreciate this.
Have a lovely day further.
Regards -
Jackie Grech commented
Grouping of Statements nowadays is important to be included in Xero. This will save time and again will keep clients (Service Providers) happy by receiving one email with various statements to chase their clients.
How will Xero Users be informed with such update?
Thanking you in advance.
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Joshua Mann commented
As well as being able to send out in groups will there be a feature where you could group the invoices by tracking category and have subtotals within the statement. I thought this would already be a feature to be honest.
This would be ideal as we have different bank accounts set up for different tracking activities and would reduce significant admin work.
I assume it would not be hard to add the tracking activity in the statement template options.
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Cherie Kerekere commented
This would be super helpful and such a time saver!
Have seen this request many times with plenty of support, hope its coming soon :) -
Braden Clark commented
Totally agree with everyone else here - it seems redundant to group contacts into their respective groups and then to not be able to send a statement to these groups. Sorting this feature urgently would be a significant help!
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Simon Goodwin commented
Why is the filter broken?
In Invoices & Bills search finds contact groups. Why does the search in statements not? -
Hilaire Cornelius commented
Xero... This idea was shared 9 years ago by your Xero Community Team... Could you please respond to this thread to give everyone an update if this is something you're working on/progressing/talked about? This seems like such a simple thing to do. We love using Xero but just a few tweaks with functionality (like this example) would make life so much easier :).