Settings and activity
2 results found
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240 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
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David Champ
commented
This is critical to us, we cannot identify each individual contact in turn to check which Group there are in. It seems a simple addition to the filter options on the Statements page. This is a show-stopper for us!
David Champ
supported this idea
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60 votes
We appreciate the interest in more customisation when sending documents from Xero, everyone. Currently in the space of new invoicing we have recently released a new send modal that enables the use of rich text formatting, and allows you to cc and Bcc emails.
Currently this is limited to send of invoices with new invoicing only, however over time we will look at expanding this to other areas of Xero that you can send from. I'll keep you updated of any further enhancements surrounding this, here.
An error occurred while saving the comment David Champ
commented
In order to include emphasis of fonts and images it would be a good improvement to allow editing email templates in HTML (similar to the main Advanced templates feature) with placeholder for merge fields.
This is one shortcoming against our organisation opting for Xero at present.
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.