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  1. 638 votes

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    Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.

    We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊

    While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!

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    Andy Parker commented  · 

    I just find it amazing that Xero completely ignore comments made here for features (actually...it doesn't surprise me if you think about it).

    All Xero and most other SaaS companies are now focused on seemingly locking in users and then gradually increasing the subscription over time to see where they can get to. All the while, the actual services offered and support go down in real terms.

    I completely agree with the AI bot JAX...anything we seem to ask it to do, it cannot manage, then the things it can do aren't really any quicker than looking it up.

    We have seen the same thing happen with our inventory system, prices have rocketed and yet the actual offering gets less and less.

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    Andy Parker commented  · 

    Last update was 2 years ago to say '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.'

    Where is the real progress?

    This is a basic accounting function for most business and should be integrated within the system.

    Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!

    Andy Parker supported this idea  · 
  2. 546 votes

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    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.

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    Andy Parker commented  · 

    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.

    The above doesn't really seem like that's the case? It cannot be a priority when it's been asked for for more than 3 years, but still nowhere near being done.

    This is a basic accounting function for most business and should be integrated within the system.

    Come on, this should be sorted by now...maybe less time on cosmetic changes and more time on real functional changes!

    Andy Parker supported this idea  · 
  3. 323 votes

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    Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works. 

    For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.

    In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.

    You can continue to vote on this idea so if our position changes in the future we will update you all, here. 

    Andy Parker supported this idea  ·