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

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    141 comments  ·  Contacts & files » Contact  ·  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.

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    Sarah Le Vaillant commented  · 

    It would be helpful to be able to produce a statement for a contacts that are in in a group not just for a single contact name. Several of our clients have an umbrella organisation that have SPDs for individual projects. It would be helpful to be able to create a statement for all their subsidiary companies rather than have to do them all individually and then amalgamate into an excel doc.

    Sarah Le Vaillant supported this idea  ·