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24 results found

  1. Reporting - Create folders to manage reports (Custom, Published and Archived)

    43 votes

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    22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the example, Shellee! That's a good few departments 😮

    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 

    We'll begin tracking support in this here. 

    Callum Mallett supported this idea  · 

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

    262 votes

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    156 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.

    Callum Mallett supported this idea  · 

  3. Manual Journals - Search by ID

    36 votes

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    submitted  ·  17 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Callum Mallett supported this idea  · 

  4. Customer statements - Ability to auto email Statements to customers

    1,166 votes

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    338 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    • 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
    Callum Mallett supported this idea  · 
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