Settings and activity
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62 votes
Fiona Jakobs
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123 votesFiona Jakobs
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27 votesFiona Jakobs
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Fiona Jakobs
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Any progress on this?
Fiona Jakobs
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A simple option to schedule remittance advice to be sent on the payment date (or a tick box when scheduling payments) would make this process far more efficient and professional. If Xero can’t support full scheduling, then at minimum the remittance email must include a clear [Payment Date] field (and ideally a send time option). Sending remittance before payment is made creates avoidable confusion for suppliers and adds unnecessary admin for users—this should be standard functionality alongside scheduled payments.