Settings and activity

4 results found

1. Invoice Reminders - Auto email Statements to customers

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   127 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.

   Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.

   Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.

   Nathan Mansfield supported this idea  ·  04 August, 2023

2. Customer Statement - Automated statements for contacts

   487 votes

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   117 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's any related progress. 

   Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

   Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

   I want to assure you we'll keep reviewing this idea, and will share as soon as there's… more

   Nathan Mansfield supported this idea  ·  04 August, 2023

3. Contacts - Option to turn off debtors statements

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   9 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here. 

   
   

   While it's not possible to set a default for each contact, you can currently send statements to multiple users at once - 

   From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.

   • When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
   Nathan Mansfield supported this idea  ·  04 August, 2023

4. Contacts - Different default email addresses for different transactions in Xero

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   325 votes

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   submitted  ·  138 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Nathan Mansfield supported this idea  ·  25 July, 2023