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

    218 votes

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    submitted  ·  125 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Blair McLachlan commented  · 

    This would be very important for our business.

    We have trade customers who pay on terms and want statements and DTC customers who pay via EFTPOS/credit cards.
    However, with delays in the gateway providing the reconciliation reports - we can have 5days of DTC sales sitting in AR which we don't want to send statements to. Manual unticking them is time consuming and error prone!

  2. Invoice Reminders - Auto email Statements to customers

    603 votes

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    127 comments  ·  For small businesses » Business features  ·  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.

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    Blair McLachlan commented  · 

    To add to this - could we send customer statements by group of customers?

    Could then designate customers who need a little more "encouragement" then others or different trade terms etc - rather than just sending to all and having to unclick (could easily miss one!)

  3. Contacts - Allow multiple addresses for a single contact record

    1,261 votes

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    406 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

    Blair McLachlan supported this idea  ·