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

    240 votes

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

    Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

    In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

    With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

    Beth Gray supported this idea  · 
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    Beth Gray commented  · 

    This is very important when dealing with parent and child businses organisations. Particularly when Parent pays the invoices for the child (sub) accouts. Efficency and streamlining the process. also ensuring accuracy on payment allocations.

  2. Receivable - Ability to add notes for debt collection

    16 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Beth Gray supported this idea  · 
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    Beth Gray commented  · 

    Aged Receivables report - Include collector notes. Or even a "flag" to show there are notes in the background. (similar to the * expected date * which is on the "invoices owed to you" report)
    But to allow free text.
    To have a column in the aged receivables detailed report where you can add a brief note of most recent contact - to provide update when reviewing the clients
    Curently we export the report into excel and make notes in excel (outside of xero).