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Please Xero - No one has time to send statements one by one. I even spent time grouping my customers hoping it would speed up the statement process. I am sure you have enough requests to start with this change request. I will even help you test it.

Not having this feature is very frustrating and time consuming.

Please could we have this feature - thank you

OK guys so Xero removed the 2 clicks instant statement for groups for some reason completely beyond my comprehension but you can actually still create a group statement. Here is how:

Click Accounting Tab
Click Reports
Click Receivable Invoice Summary
Select month or months for statement.
Click on Filter
Click Contact Group
Enter the group name (Xero won't remember it so spell correctly)
Click Apply
Click Update

And there is all is.
Edit what columns you need and update.
Download to excel.
There is often no total showing on the spreadsheet but it shows on the pdf, so you need to enter that into excel.
You can make your own edits from there.

You could have posted this yourself Xero wtf!
I mean 2 clicks in exchange for all this work!

Accounting is not just about issuing accounts receivable, collecting outstanding money, and paying the correct amount of tax.
It is about MANAGING and GROWING your business and SURVIVING hard times.
Understanding what works as soon as possible is what separates winners from losers. Xero, get your act together please.

I have just gone through and put all our hundreds of clients into groups thinking this would make sending statements easier and now find it can't be done. How stupid. It takes me days to go through and do this manually.

Previously I have "tricked" the system entering our client group and number into the Account # section. Now I will have to go back to this method!!! Crazy.

Being just a "lay person" not in any way an accountant, you'd think there would be a simpler system.

Such an important thing! Grouping clients by the product.

Please Xero implement it as it would save time for us.

Thank you!

Wouldn't it be an easy fix to add a filter option in the "Sales Overview > Statements" page, where you can filter by name, email, etc, to add a filter by group name? This would be a GREAT feature.

Come on Xero - get with the program. This is a critical function to grow any business (including Xero)!

perhaps NewZealand is TOO SMALL a place, with TOO FEW PEOPLE to think on the broader world wide scale of business.... I first supported this request in September 2022, and there has neither been action or excuses from XERO yet.

For those of you are looking to compare with other packages, Kashflow has always had this function. We changed because our accountant suggested it, but it is REALLY annoying.

also to be able to select more than one contact when sending out bulk statements for s customer

'You are wasting your ********* on the desert air" as my old dad used to say.... how long has this thread been running................

Why would we want to create a contact group if not to treat them as one company? For companies with different branches and addresses but one central accounting department this is essential

I think that was me putting up the idea in 2021. I put it up again this year. Still no action from Xero. Come on guys! All the info is there! We just can't compile it! It used tyo be there. Why take it away? Why?

So tedious that this basic functionality isn't there

It is a very simple addition to the existing statement structure, why has this NOT been a priority. Our clients have been asking for a while.
There are entitles which want billing separate for each department but statement sent as one for single payment.

Please Xero I am begging you to please put back a very simple feature that has been taken away.

I used to be able to create a statement for a group of stores with the click of one button.
"Create statement for group".
This feature has been taken away.
I now have to do this on a excel spreadsheet by hand.
I have to enter in every single invoice number, date, PO and $.
As my business grows if this feature is not put back I will have to move to another accounts system.
This costs me about 6 hours currently at the end of each month to do it manually.

WHY? Why did you remove it?
All the info is there but it can't be compiled anymore.
What is the point of groups now?

How is this still not possible?? there was already a client asking for this from 2021??

It would be a great option to recognise various end customers through a single primary client (if that makes sense). i.e 'The ABC Fund' CARE OF '123 Pty Ltd'... The DEF Fund' Care of 123 Pty Ltd; So 123 Pty Ltd might have e,g 10+ customers who like to pay their own invoices but id like the invoices all to go and be recorded against 123 Pty Ltd. So my clients are accountants who have multiple smsf trustee clients of their own that they provide to me to audit. The accountants pass the invoices they recieve onto the smsf trustees to pay the audit invoice that i generate, not the accountant. Its common for accountants to have this arrangement in place. But id like to do it with the accountant as the 'care of' client. For this to really work and be effective though means that the Fund name or final recipient would have to be enlarged on the invoice to say 'hey this is for you ultimately' then the accountant would have to drop in significance to say we are in care of this invoice which we will then pass on. A customer through a customer. The current reference on the invoice is not achieving quite the same thing.

@ David Champ. We have a similar workaround and it's the best we're going to get from the Xero system as the developers are completely ignoring these threads.

We have decided not to adopt Xero just yet partly because of the lack of Groups filter in Invoices and Statements.

I have devised a workaround in case its of use, since we do not use the actual Xero Contact Name in communications with the client (only the Persons names) we add a ‘/E’ (email), ‘/P’ (post) etc to the end of the Contact Name, it’ easy then to use the name filters (in both statements and invoices) to filter on Email or Post.