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.
AdminXero Team
(Admin, Xero)
shared this idea
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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!