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  1. Xero HQ - View connected apps by client

    29 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Rochelle Turner supported this idea  · 

  2. NZ Tax: Customise style on tax return PDFs

    14 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rochelle Turner supported this idea  · 

  3. Contacts - Option to turn off debtors statements

    31 votes

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

    Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 


    While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

    From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

    • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
    An error occurred while saving the comment
    Rochelle Turner commented  · 

    Hi,

    Thank you for your reply. I have looked into your suggestion. However, this is not what we are after.

    An alternative solution in this area, would be to filter via groups (so it lists all contacts within the group) with the option to include or exclude a group when sending out multiple statements.

    Thanks,
    Rochelle.

    Rochelle Turner shared this idea  · 

  4. XPM - Add multiple email addresses for client

    292 votes

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    submitted  ·  19 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rochelle Turner supported this idea  ·