Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    240 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

    141 comments  ·  Contacts & files » Contact  ·  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
    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.

    An error occurred while saving the comment
    Stuart Bisset commented  · 

    Setting this up to allow for different behaviours for each contact group would be very useful:
    - Invoice Child account for child account activity / Child account pays / summary reports at parent account level
    - invoice child account for child account activity / parent account pays (parent account may pay for multiple invoices for multiple different child accounts in one lump sum)
    - invoice parent account for child account activity / parent account pays

    There are possibly other permutations that other Xero customers may want/need.

    Stuart Bisset supported this idea  ·