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.
147
votes
AdminXero Team
(Admin, Xero)
shared this idea
-
Michelle Stephens Byrne commented
Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!
-
Wendy Lacey commented
Its crazy this isnt possible! I have to run an aged receivables by contact group and completely format a statement myself. Come on Xero, this should be easy to sort!
-
Jez Nolan commented
Crazy that this is not possible - filters would be easy here!