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

    240 votes

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    141 comments  ·  For small businesses » Contacts & communication  ·  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.

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    Donica Dawe commented  · 

    This is vital, please make this change to Xero ASAP!

    Donica Dawe supported this idea  · 

  2. Customer Statement - Filters in statements page and option to exclude customers

    12 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Donica Dawe commented  · 

    Being able to filter in this way would be very useful when running statements

    Donica Dawe supported this idea  ·