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Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
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Barry Demetriou
commented
I can't believe that such a fundamental part of accounting is not available. It seems pretty simple to me, you can opt in which customers
that you want (or all) statements sent to, if they have an outstanding balance they get a statement, if their account is at zero, they don't get one.
Statey is all well and good but its another cost that we shouldn't have to pay as this should be an option with a set up the size of Xero.
If its not going to be an option then I'm going to look for another provider. There are plenty out there/
Come on Xero, where is it?
What are your timescales for this please? With more and more clients only paying on receipt of statement, as a small business it is a very time consuming exercise to keep having to go through accounts. Why is it so hard to create a function whereby if a client account has invoices that are overdue xero can automatically send them a statement of account? I would like to know how important you think this is to the end user, as I am now actively looking to move a to a new accounts provider that will accommodate what is a must for me.
Also, what is Xeros tie in with Statey? From what I can see it is a stand alone app that integrates with xero to set up automated statements. Why cant you do that instead of tag teaming with another app ...THAT WE HAVE TO PAY FOR! Get to grips with it please xero before we vote with our feet.