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  1. Reports: Show report of customers by last statement sent

    9 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Emily Wiseman supported this idea  · 
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    Emily Wiseman commented  · 

    We have 470 customers on repeating invoices, it is exceptionally time consuming to have to manually select which need to be sent statements, especially when the filtering on send statement is next to useless and you cannot see or report on when last statements were sent for all customers.

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

    1,089 votes

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

    Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.

    We'd like to invite you into this process to provide further input to our product teams discovery.

    If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!

    I'll be back to share more again as this progresses.

    Emily Wiseman supported this idea  · 
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