Settings and activity
2 results found
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242 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.
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432 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
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AMW Audit Group
commented
We have been using xero for a couple of years now and still not game to send out statements as we get so many complaints whenever we. So I take 3 days, going through one by one and sending out. So much for "convenience"!! Trying to find out if I can separate into groups. We would like to send reminders at 30 days overdue, then at 45 days overdue, followed by every 7 days thereafter. Any clues???
I have just gone through and put all our hundreds of clients into groups thinking this would make sending statements easier and now find it can't be done. How stupid. It takes me days to go through and do this manually.
Previously I have "tricked" the system entering our client group and number into the Account # section. Now I will have to go back to this method!!! Crazy.
Being just a "lay person" not in any way an accountant, you'd think there would be a simpler system.