Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Bank Reconciliation - Automatically populate the Why field on account transactions

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Caz Livingstone shared this idea  · 

  2. Invoice Reminders - Auto email Statements to customers

    413 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    98 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Caz Livingstone commented  · 

    When you do get to this, options I would like to see are:

    All Customers:
    - Option to send or not send statements automatically.
    -- If the option to send automatically is selected, then:
    --- option to choose what date and time to send them
    --- option to insert a notice to all customers on the statement
    --- option to be notified when opened/read by the customer

    Individual Customers:
    -- Option to choose which individual customers to send statements to
    -- Option to choose what date to send the statement for each customer
    -- Option to be notified when opened/read by the customer
    -- Option to add a notice on the statement to be read by the individual customer

    I hope this suggestion helps.

    In both cases, on statements to be read by all customers as well as an option to send customized