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3 results found

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

    259 votes

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    153 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.

    Connor Atkins supported this idea  · 

  2. Bank Reconciliation: Bulk import recieved payments

    31 votes

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    19 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on this idea, everyone.

    We’ve recently introduced a feature that may help with some of the needs raised here, and we’d be really interested to hear whether it’s useful for your workflow.

    Many organisations now have access to Smart Document Capture, with the rollout still continuing across regions. This feature allows you to upload files into Xero, review the extracted information, and create transactions from those documents, including spend and receive money transactions.

    You may also find importing a pre-coded CSV bank statement helpful, particularly if your organisation doesn’t have a bank feed available.

    To be transparent, we don’t currently have plans to support importing received payments. That said, we’d encourage you to try these features and let us know here how they work for you, and whether there are still gaps for your use case.

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    Connor Atkins commented  · 

    Definitely needs to be added to Xero. Would save a lot of time.

  3. Quotes - Add CIS

    52 votes

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    26 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, there was a brief window in which users were able to unintentionally code line items to CIS codes. However, there is more complexity in calculations for CIS and work that's needed to reflect this appropriately.


    Thanks for starting an idea in this, we'll begin to track the appetite as a possibility for future work.

    Connor Atkins supported this idea  ·