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

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    submitted  ·  83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Genevieve Knights commented  · 

    OK guys so Xero removed the 2 clicks instant statement for groups for some reason completely beyond my comprehension but you can actually still create a group statement. Here is how:

    Click Accounting Tab
    Click Reports
    Click Receivable Invoice Summary
    Select month or months for statement.
    Click on Filter
    Click Contact Group
    Enter the group name (Xero won't remember it so spell correctly)
    Click Apply
    Click Update

    And there is all is.
    Edit what columns you need and update.
    Download to excel.
    There is often no total showing on the spreadsheet but it shows on the pdf, so you need to enter that into excel.
    You can make your own edits from there.

    You could have posted this yourself Xero wtf!
    I mean 2 clicks in exchange for all this work!

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    Genevieve Knights commented  · 

    I think that was me putting up the idea in 2021. I put it up again this year. Still no action from Xero. Come on guys! All the info is there! We just can't compile it! It used tyo be there. Why take it away? Why?

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    Genevieve Knights commented  · 

    Please Xero I am begging you to please put back a very simple feature that has been taken away.

    I used to be able to create a statement for a group of stores with the click of one button.
    "Create statement for group".
    This feature has been taken away.
    I now have to do this on a excel spreadsheet by hand.
    I have to enter in every single invoice number, date, PO and $.
    As my business grows if this feature is not put back I will have to move to another accounts system.
    This costs me about 6 hours currently at the end of each month to do it manually.

    WHY? Why did you remove it?
    All the info is there but it can't be compiled anymore.
    What is the point of groups now?

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    Genevieve Knights commented  · 

    Before the updates I could select a customer group and easily create a one page statement for the whole group in a couple of clicks. This ability has been disabled. I supply supermarket chains and now I have to manually create an excel spreadsheet and enter in invoice number, date, PO# and $ of every single invoice for every single store. It takes hours. Please bring back the group statement function? All the info is there so why not make it accessible to us?

    Genevieve Knights supported this idea  ·