Customer Statements - Consolidated statements for a group of Contacts
We have dozens of parent companies with underlying subsidiaries who place separate orders for separate locations, all under the parent company's credit line/name. These all split into different contacts in Xero when they come in from our order processing system. We need Xero to support hierarchies/parent-child relationships/nested orders, so that all purchases can be aggregated to the parent company, both for tracking overall credit use and for sending consolidated statements that include all purchases from all "children". We work with BigCommerce who has a BundleB2B feature that allows these kind of parent-child hierarchies on the client-facing side, but we can't use it because Xero can't support that structure. Please consider accommodating. It's extremely time consuming to have to pull & send multiple statements for one company every month, and have to manually add up all their spending to determine if they've exceeded their credit limit.
Doreen Chaisson
shared this idea
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Emily Wiseman
commented
This is essential for our business too. We are a membership organisation and have businesses that have multiple locations/branches. Each organisation has it's own quirks for how billing works and it would be incredibly helpful to be able to replicate that in Xero. Our Membership system keeps all has all the information, however we can't integrate it to Xero as you do not support Parent/Child relationships. Consequently for one of our add-ons we have to manually create the Businesses in Xero again and constantly change the repeating invoices to match the details in our membership system.