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Ability to send statements by filtering by contact group.

What is the point of having these various 'support' centers with XERO if there is ZERO response?

Xero ropes customers in and then leaves them with no support and lacking basic account features - I find it extremely frustrating!

why do we never see any replies from Xero ?

@jade bai - this is a good idea for some. Unfortunately my biggest client, who also happens to have the most customers in buying groups, do use the account number so this will not work for us. Really Xero - this seems like such a small fix to make usability so much better. Making reports look 'pretty' is all very nice, but it doesn't actually help with issues with how Xero actually functions.

Critical

Contacts: Statements - Allow to be sent to Contact Groups

@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!

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...

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 :(

QUITE TIRESOEM THAT YOU CANT DO THIS - having to send each one individually

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

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

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.

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.

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.

The Receivable Invoice Summary is a good report but you can't run it by payment date

The Receivable Invoice Summary is a good report but you can't run it by payment date

We have various customer groups- we would like to send to selected groups only - rather than selecting customers individually

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

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.