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

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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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    Chrystal Nolet commented  · 

    i am looking to move companies over from QB however there are simple items that would make the move inefficient.

    I have clients with Customers that have multiple branches and delivery locations but all invoices go to the headquarters. So when we print statements we can generate one statement for the whole group.

    In addition with payments are made from the one parent company it can be applied to any of the "sub" locations. No need to break the payment up and reenter it multiple times to record a payment.

    Another client has customers that have "jobs" being run as sub customers so they can cost each job out and follow it yet all invoices go to the same customer.

    Why this is not present I cannot fathom as it would be such a time saver.

    Also why the chart of accounts does not have sub-account capability is another brain puzzle. I don't have a single client that does not utilize sub-accounts for better reporting

    Chrystal Nolet supported this idea  ·