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  1. Customer - Statement Report for all

    I'd like to be able to report on all statement history and notes, not just for one Contact at a time, but for all at once. For example, I'd like to be able to see how many Account Statements were issued in the last xx days, which contacts they were sent to etc. across my entire organisation. Looking for this, one Contact at a time, is excruciating...

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    0 comments  ·  Contacts & communication  ·  Admin →
    Feedback  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Brendan, thanks for raising this Idea with us, we really appreciate our customer input. This is not an idea we are looing at currently but we have passed your interest along to the product team. Again we appreciate the feedback and the time you have taken to raise this with us. A work around for this is running the Accounts Receivable or Aged receivable details reports. ⭐️

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