Enter your idea

Last update was 2 years ago to say 'we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.'

Where is the real progress?

This is a basic accounting function for most business and should be integrated within the system.

Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!

100% facts, this is the one thing that would make a serious difference, I’m sick of seeing updates from people just like me saying this would be cool, XERO stop fobbing the clients off, make it happen, before we choose with our feet and walk.

@Emma Roberts - what's worse is I've just had a customer survey where it looks like they're evaluating whether they should start a CRM tool or Project Management tool (they just sold WorkflowMax after wrecking it - in a Sage-ACT! style f'up)... they literally don't care about these forums anymore - they're just a means to fob customers off - they have no bearing on product development whatsoever - I dare say Kelly was sacked a while ago - the ticket has been open since 2015... so to have an update from Kelly in 2023 is a joke.

Please can you let me know why, as an accounting software, atomically sending statements is not already possible. I would have thought that this would have been one of the first things you made. 1. Invoices and sending them out automatically. 2. Statements and sending them out automatically.

As Kelly told us it was being worked on 2 years ago I am quite worried about all the other critical things that I am still waiting for. Colours for the top to differentiate between companies and the most important thing is an unapproved button or release for payment function.

Absolute joke

*****************Xero, please listen to your customers***************************

Globally, how much time could be re-claimed by businesses being able to automate repetitive tasks! As a cloud platform you are supposed to be agile. If you don't value passing time savings over to your customers but charge them more for the same old service, perhaps we should be looking to work with vendors that do.

Does Xero have a published roadmap of technology upgrades? Its all very well talking about it, but businesses need solid timescales to work with. This holistic approach does not cut the mustard!

To everyone else, sorry for having to post on multiple threads.

Sadly lack of progress (or comment) on seemingly easy fix ideas appears to be path of the course for Xero ...!

Still no progress after 2 years then !

@Craig Vickers - couldn't agree more - good way of looking at it, I always thought they were kissing the backsides of accountants and bookkeepers being their main sales channel but a defective product opens up an ecosystem with a rake.

Welcome to the annoying business model of SAAS apps. Xero has such a big hole in their product that they create an opportunity for someone to develop a solution to fill that hole. Stately. Stately, as a Xero Partner, pays Xero a percentage of their revenue. So now, Xero will not spend the time and money to fix the hole because they are making money off of Stately.

It is very short sided on Xero's part to keep operating this way. If we have to use so many bolt ons to get a complete product, you are opening the door for us to switch to a more modern application that does not have the same inadequacies. Please do better Xero. But being that this request was started nearly 10 years ago, I guess we just switch to a better application.

Kelly, what's the progress on such a fundamental accounting package function?

Why is this basic function not included?

Is there any update on automatic statements for customers one of our requests it every month to reconcile and make a payment. If you can send out Invoice reminders surely the auto statement function is just as easy if not easier?

Thanks

Why is this on the backburner? Is it to protect apps like Stately?

I agree that automatic statements are basic functions for an accounting software - that neither the practice and or its clients should pay for.

Zoho allows one to attach a statement to an invoice when one sends out an invoice - surely Xero should follow suit in this regard.

This would be great function because not everyone wants a statement but particular clients who are always late in paying - they would benefit from having one sent automatically at the end of each month.

This is such a business-critical item, along with sending statements and invoices to different email accounts. This should have been done long ago.

This feature should be an essential. W e have all been waiting far too long for this to be implemented. Can we have an update on the likely roll-out for this critical feature.

April 23 Xero response, and yet where we are 20 months on and no movement forwards.
Accounts software should be all about time saving, surely this feature is paramount. If it hasn't got enough votes its because the users are all too busy doing manual statement runs.

This should be a basic function of any accounting software.

being able to chose if statement chasing for overdue instead of per invoice chasing would be extremely helpful! Would be great if we could set up the overdue reminders for statements!!

Automatic customer statements is a really basic finance office function. Any idea when this feature may be developed?