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

    250 votes

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    146 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.

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    Jo Onions commented  · 

    Any update on this feature at all please?

    Jo Onions supported this idea  · 

  2. CIS - Bulk download for subcontractors statements

    11 votes

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    submitted  ·  3 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Jo Onions commented  · 

    Please do this - Quickbooks have apparantly added this functionality - would save so much time each month for multiple clients!

    Jo Onions supported this idea  ·