Settings and activity
109 results found
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23 votes
Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
Jon Shepherd
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13 votesJon Shepherd
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5 votesJon Shepherd
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14 votes
An error occurred while saving the comment Jon Shepherd
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224 votesJon Shepherd
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624 votes
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.
Jon Shepherd
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56 votes
An error occurred while saving the comment Jon Shepherd
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Add the newly released update to standard statement templates, being automatically generated links to invoices, as an option for custom templates.
Jon Shepherd
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411 votes
Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊
We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.
Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.
I'll keep you looped in on further updates here.
Jon Shepherd
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4 votesJon Shepherd
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8 votesJon Shepherd
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43 votesJon Shepherd
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10 votesJon Shepherd
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48 votesJon Shepherd
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24 votesJon Shepherd
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3 votesJon Shepherd
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335 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Jon Shepherd
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7 votesJon Shepherd
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7 votesJon Shepherd
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38 votesJon Shepherd
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518 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
Jon Shepherd
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Seconding this. The data is already there in the contact history, so it is tracked by Xero. To expand on your idea, I would love to see an additional column on the 'Send Statements' screen showing date last sent.