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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…
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Fiona Purves
supported this idea
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14 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you explaining how important accurate transaction counts are for pricing, quoting, and managing practice workload.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Fiona Purves
commented
Can I add my whole hearted support to this request, this would be a great report to have not just on the client side but also as an accountant in practice looking at how best to budget staff time or jobs
Fiona Purves
supported this idea
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Please add this feature. invoice reminders is good but we have high volume low value clients , which could mean 100+ invoice reminders being sent out - when what we need is one statement.