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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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    Shanelle Naidoo commented  · 

    Good day, Hope you guys are well.
    Regarding a school, we need to send out statements to the parents, we do this by giving the learners letters and they can take them home to their parents. Due to there being different class (0/ R - 4-A-H), we need to have a way to print per class. Xero does not give the option to print per class. I would need to select each student and it is time consuming. Please assist in adding this feature. We would really appreciate this.
    Have a lovely day further.
    Regards

    Shanelle Naidoo supported this idea  ·