Settings and activity

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1. Customer Statement - Automated statements for contacts

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   139 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress. 

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's… more

   Yoni Peretz supported this idea  ·  04 October, 2025

2. Manual Journals - Assign Contact name to journal

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   104 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.

   Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.

   Yoni Peretz supported this idea  ·  19 January, 2023
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   Yoni Peretz commented  ·  19 January, 2023  ·  Edit…  ·  delete…

   I agree! this is critical. Shocked that this isn't available

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