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  1. Customer Statement - Total payments

    27 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Anna Clarke commented  · 

    This is critical to one on my clients and I think a very important feature that needs to be rolled out as a priority

    Anna Clarke shared this idea  · 

  2. Contacts: Statements - Allow to be sent to Contact Groups

    240 votes

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

    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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    Anna Clarke commented  · 

    We need to distnguish between emailing customer statements and printing them. Super manual process at the moment which is really time consuming so if this could be rolled out ASAP that would be beneficial to a few of my clients

    Anna Clarke supported this idea  ·