Settings and activity
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31 votes
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Carol Reilly
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240 votes
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.
An error occurred while saving the comment Carol Reilly
commented
Create group structures in Xero that mirror XPM - so group invoices and statements can be viewed together.
Carol Reilly
supported this idea
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42 votesCarol Reilly
supported this idea
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I agree. I would also like to see more placeholders available in general, if certain fields like refund amount can be coded, why not other fields, for example GST from a BAS statement. There needs to be more flexibility to pull additional fields from all tax returns.