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

    147 votes

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    submitted  ·  83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Scott Callas supported this idea  · 
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    Scott Callas commented  · 

    Wouldn't it be an easy fix to add a filter option in the "Sales Overview > Statements" page, where you can filter by name, email, etc, to add a filter by group name? This would be a GREAT feature.

  2. Reporting - Automatic generation and emailing of reports

    455 votes

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    156 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

    Scott Callas supported this idea  · 

  3. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

    581 votes

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    167 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

    As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

    We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

    That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

    In the meantime, as has been shared by others over time there are a few ways you could accomplish this…

    Scott Callas supported this idea  · 
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    Scott Callas commented  · 

    In my HOA management company, I need the interest feature for late payments, and could also use a late fee, in addition to the interest. Though - late payment interest would be a huge help!