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  1. Contacts: Statements - Allow to be sent to Contact Groups

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    143 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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    Barb Lewis commented  · 

    have over 1000 customers, of which need to send statements to approx 25-30 every month (who are larger customers and/or have many transactions and/or require an end-of-month statement) - I expect this will grow to 50-80 when it becomes easier (when can define the "statements required" group of customers and just easily send statements to that group). Currently have to select one "page" at a time from the full list (limited to a maximum of 200 customers per page - and have to send stmt for each "page" as the selection is not retained (does not carry over) when move to next page).

    Barb Lewis supported this idea  ·