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  1. Reporting - Ability to consolidate multiple Xero organisations

    238 votes

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    submitted  ·  90 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Rachel Teh commented  · 

    Will be extremely useful for growing business needed to consolidate few xero files and combine it into different tracking categories. If this ability is implemented, accountant could focus more time on reviewing and comments. Better use of time suggesting further move instead of sorting data every month end and do adhoc reporting through spreadsheet.

  2. Customer Statement - Automated statements for contacts

    490 votes

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    118 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    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. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

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    Rachel Teh commented  · 

    We have different division wanted the debtor statement to go out automatically from blue xero. It has been a pain having to micro manage whether each friendly invoices reminders has go out to client.

    Rachel Teh supported this idea  ·