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  1. Customer Statement - Automated statements for contacts

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    142 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

    An error occurred while saving the comment
    Streamline Auto Parts commented  · 

    This is a critical tool that at the moment is a labour intensive monthly task that shouldnt be if it had the same functionality as the set invoice reminders on or off.
    This will need to be when you set a new customer up as each individual customer has different requirements including customers that done want to be bothered with reminders.

    this is really an easy fix and will change Xero users lives giving them more time to concentrate on their businesses !!
    Keep me posted please !
    Regards
    Paul Cooke
    Streamline Auto Parts

    Streamline Auto Parts supported this idea  ·