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

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    141 comments  ·  Contacts & files » Contact  ·  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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    Joshua Mann commented  · 

    As well as being able to send out in groups will there be a feature where you could group the invoices by tracking category and have subtotals within the statement. I thought this would already be a feature to be honest.

    This would be ideal as we have different bank accounts set up for different tracking activities and would reduce significant admin work.

    I assume it would not be hard to add the tracking activity in the statement template options.

    Joshua Mann supported this idea  ·