Settings and activity
12 results found
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186 votes
An error occurred while saving the comment 
Michelle Stephens Byrne
supported this idea
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An error occurred while saving the comment Michelle Stephens Byrne
commented
Xero, surely this is something that can be easily done and would make a huge difference when identifying customer groups for sending out monthly statements
An error occurred while saving the comment Michelle Stephens Byrne
commented
again, Critical....
An error occurred while saving the comment Michelle Stephens Byrne
commented
I have customer contracts in different groups - I have to go into contacts and manually tick each contact I identify as being in the relevant group. How simple it would be if you could select each of the contact groups to send statements to .....doesn't seem like this would be a huge effort from Xero tech team to put in place :(
An error occurred while saving the comment Michelle Stephens Byrne
commented
Posting a request again for this feature as it is important that Xero listen to their users and add this as an option.
An error occurred while saving the comment Michelle Stephens Byrne
commented
Exactly. I don't know how many times this needs to be highlighted before Xero acts on creating this feature. Should have been available as a standard feature. You can create and send Invoices by Contact Group so why not create Statements by Contact Group?
An error occurred while saving the comment Michelle Stephens Byrne
commented
I already commented on this request but yes, as it is something that should have been sorted and should now be an option I decided to add another comment. Come on XERO, listen and respond please.
An error occurred while saving the comment Michelle Stephens Byrne
commented
Yes, this is a must. Xero allows you to create Contact Groups - this I find very useful when creating Invoices but when you want to send Statements to a Contact Group this is not an option!!
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513 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while 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.
An error occurred while saving the comment Michelle Stephens Byrne
commented
Remember in the new development to add the option to send Customer Statements to a selected 'Group' - this should have been developed as a matter of priortiy. So ridiculous that this is not a standard option!
Michelle Stephens Byrne
supported this idea
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659 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Michelle Stephens Byrne
supported this idea
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80 votesMichelle Stephens Byrne
supported this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Michelle Stephens Byrne
supported this idea
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206 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Michelle Stephens Byrne
supported this idea
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31 votesMichelle Stephens Byrne
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19 votesMichelle Stephens Byrne
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164 votesMichelle Stephens Byrne
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277 votesMichelle Stephens Byrne
supported this idea
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313 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Michelle Stephens Byrne
supported this idea
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198 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Michelle Stephens Byrne
supported this idea
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Commented on this previously, can't believe it's even an issue!!!