Settings and activity
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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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Michelle Spann
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68 votesMichelle Spann
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An error occurred while saving the comment Michelle Spann
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We discovered this issue again recently when trying to set up relationships in XPM since the changeover from MYOB. Many of our clients have many different shares ie 1 A, 2 B and 500 ORD for example and these cannot be differentiated in XPM. Each time you wanted to confirm shares you would need to login separately into NowInfinity for example in order to clarify which shares are which. This is a crucial piece of information that is currently lacking.
This would be super helpful when you have clients with multiple billing entities, and who don't always keep track of what has/hasn't been paid already.