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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Hilaire Cornelius commented
Yes!!!! This!!! Please can you add a function to allow statements to be sent to groups. This will be so so useful. The functionality would allow us to send to groups such as: EOM payers, 20th month payers and even have a group selection for accounts in query that we can deselect from the statement. This would make the process so much easier than having to deselect each of these contacts individually everytime we send a statement. If Xero could look into this idea - this would be amazing!!!
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Accounts Cleancorp commented
Disappointed to see that nearly 10 years later this option has not been implemented. Would save us a lot of time.
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Michelle Stephens Byrne commented
I already commented on this request but yes, as it is something that should have been sorted and should now be an option I decided to add another comment. Come on XERO, listen and respond please.
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Marci Mitchell commented
Here's another comment on this idea - I see that the idea was originally posted in 2013, and nearly TEN YEARS later, we still have no solution? PRETTY PLEASE?!!
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Marci Mitchell commented
AGREED!! 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!!
We use contact groups for different categories of Clients, it is counter intuitive to have to manually select (or de-select) Clients just to be able to email statements!! CRITICAL - please fix!
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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!!
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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!
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Jez Nolan commented
Crazy that this is not possible - filters would be easy here!