CIS - Send CIS statements directly from Contact record
I find it incredibly frustrating and time consuming to handle when I have one subcontractor who for what ever reason hasn’t received their statement for a month or a few months to go through each individual submitted return and resend - I have to delete 40+ other subcontractors emails from the section to send one statement.
I appreciate I could download and email (still have to do individually via each CIS return) however as I am a subcontracted bookkeeeper, I’d rather the email address sending the statement is the Xero one and not my email address.
It would be so much more efficient to be able to into the subcontractors contact record be able to send CIS statements for a particular period e.g. 06/04/25 - 05/07/2025 and all the CIS statements generated in that period for that individual could be sent directly in one go
Sue Williams
shared this idea
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