Settings and activity
15 results found
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241 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.
An error occurred while saving the comment An error occurred while saving the comment 
Michelle Stephens Byrne
commented
What's the point of being able to create Contact Groups for Invoicing but not able to use the same Conact Group to send monthly Statements?????
An error occurred while saving the comment Michelle Stephens Byrne
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Totally agree, this would make such a huge improvement meaning not having to manually select contacts
An error occurred while saving the comment Michelle Stephens Byrne
commented
Commented on this previously, can't believe it's even an issue!!!
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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3 votes
An error occurred while saving the comment Michelle Stephens Byrne
commented
Xero, please remove all the unnecessay open windows. We can choose to open a new window if need be by using the right click option!!
Michelle Stephens Byrne
supported this idea
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239 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Michelle Stephens Byrne
supported this idea
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780 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Michelle Stephens Byrne
supported this idea
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640 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
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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101 votes
Hi community, I’d like to share the new Xero Central page for new invoicing that we noted was coming.
Along with updates to individual ideas on the site here, this page will become the one source for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Remember, you can keep switching between the two products between now and September. Thanks
Michelle Stephens Byrne
supported this idea
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729 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
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84 votesMichelle Stephens Byrne
supported this idea
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622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Michelle Stephens Byrne
supported this idea
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241 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
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36 votesMichelle Stephens Byrne
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25 votesMichelle Stephens Byrne
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194 votesMichelle Stephens Byrne
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317 votesMichelle Stephens Byrne
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241 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Michelle Stephens Byrne
supported this idea
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Been asking for this for a while now....don't understand why it hasn't been created by Xero techies...