Settings and activity

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1. Customer statements - Ability to auto email Statements to customers

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   343 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire organisation permanently moves to the new statement branding templates, that are consistent with your invoice templates. This can't be reversed. Each user can switch back to the older statements list for a limited time.

   What’s coming soon: Schedule statements to automatically send on regular cadence, track send status, get easier access to statements in the sales navigation, and have more control over which columns you display on your statement PDF.

   Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

   We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

   If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

   This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

   Please note: When you join, your entire… more

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   Matthew Bould commented  ·  04 April, 2023  ·  Edit…  ·  delete…

   Hang on, this thread was started over 7 years ago! Seriously?
   For something so simple, obvious and necessary as statement automation!
   Xero, come on, what are you playing at?!!!

   Save Submitting...

2. Bank Reconciliation - Account Transaction / Bank Statements - Navigation at top of page

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   94 votes

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
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   Matthew Bould commented  ·  06 December, 2022  ·  Edit…  ·  delete…

   To save having to scroll to the bottom when looking at line transactions in a bank account for further options, please can you put the same options at the top also to save time.
   Page number, Start, Previous, Next and End.
   Thank you

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   Matthew Bould supported this idea  ·  06 December, 2022

3. Documents - Include attached files when using 'Copy'

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   submitted  ·  14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Matthew Bould commented  ·  23 July, 2022  ·  Edit…  ·  delete…

   This would be a useful feature to have please

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