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Hi Marc,

Its amazing how deaf Xero are to this and many other simple, but essential improvements that we are all asking for.

Amazing that you've created this program. I would be interested in trying it out. Can we discuss on email? robert.white@armstrongbell.co.uk

Kind regards,
Rob

Xero, please listen to your users and implement requests that they ask for.

This has been requested for years and you are ignoring these requests, A couple of companies have jumped in and are offering a paid for service that does what users have been asking the core system to do for years.

I wrote a very simple web app that solves the issue simply using AI, I have tested and I'm offering this to the community at no charge.

Xero please feel free to let me know if you would like to implement the code into your core system, its written in ASP.NET Core 8 C#.

For any other Xero users please feel free to reach out with your contact details and I will be more than happy to share the compiled code and install instructions. You will need a hosting package that supports ASP.NET Core 8 (most providers do), I'm happy to assist with the hosting if needed otherwise you can use your own provider.

For the time being I have only written this to send emails via an App Registration in Microsoft 365, If anyone wants this for Google Enterprise please let me know as it should be a simple change or addition in the code.

This ridiculous this simple functionality is not there and it isn’t getting bumped up

Pretty basic function not provided. Clearly not a priority for Xero to implement as it's been three years since this thread was started.

Looking at the comments on this thread it is disappointing to note that it is low on the development list.

Such a basic task that shouldn't require everyone to have to do it individually.

The attitude from Xero, and indeed from other software providers, appears to be they'll do it when they want.

I would suggest that this is sorted before customers move to another provider.

This is a task that we have to do every month for every customer. Automating this would save so much time.

Admin you do realise this has been a 10 year wait so far when you read the first comment on this one?

But more to the point what exactly is you development team actually building that’s being requested that justifies these latest price increases! You clearly don’t have a roadmap that answers customer requests for the last 10 yes 10 years

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!

Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term.

The above doesn't really seem like that's the case? It cannot be a priority when it's been asked for for more than 3 years, but still nowhere near being done.

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!

Xero needs to see that there clients are asking for these feature for running business

It has been observed customers who are late with invoices shield themselves buy saying if your statement of account is not updated/accurate we don't or wont pay till it is. This can be overcome with enabling SOA reminders which collate ALL overdue invoices to one reminder. Even better if it can be stapled to new invoices still within terms.

Seems like something simple to add that would be very effective to running businesses.

I've had a lot of customers ask for this so would love to see this added

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

Lukas Hartzenberg - agreed, it would be an icing on the cake!

*****************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.

Please also add feature where date of statement can be changed for each individual client.

*****************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 dont value passing time savings over to your customers, perhaps we should be looking to work with vendors that do.