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  1. Customer statements - Ability to auto email Statements to customers

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    343 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.

    We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.

    If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.

    This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.

    Please note: When you join, your entire…

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    Chad Botha commented  · 

    Hi Andy

    You hit the nail on the head here. I find this to be a common problem with most IT Companies. We use use several software program in our companies

    I will NOT RECOMMEND XERO TO ANYONE until they Fix the statement issue

    This is not acceptable !@ it affects our productivity and is a basic requirment for all accounting packages

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    Chad Botha commented  · 

    PS I posted the issues on Statements 2 years ago,
    Can we get Feedback from XERO as to why the are do not seem willing to set up the facility whereby we can send out automated statements

    This will save everyone a lot of time !

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    Chad Botha commented  · 

    This should form the basis of any accounting program. It will make a life a lot easier, save time and increase productivity.

    Regards Chad

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    Chad Botha commented  · 

    Thanks Gary definitely going to try "Statey" seems you have all areas covered,

    Interesting comment that certain customers do not want to receive a statement, I understand if there is nothing due but if a customer wants and account, and they owe money, the cannot really chose not to receive a statement, that would be a condition of business.

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    Chad Botha commented  · 

    Very surprised that XERO does not offer this as it is an critical part of any accounting feature and would save a lot of time

    Chad Botha supported this idea  ·