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  1. Files - Automatically include specific file attachments when sending from Xero

    224 votes

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    submitted  ·  70 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Anika Cantell commented  · 

    absolutely!

    Anika Cantell supported this idea  · 

  2. 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
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    Anika Cantell commented  · 

    So important

    Anika Cantell supported this idea  ·