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

    1,161 votes

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    We’ll send you updates on this idea

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

    We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.

    Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.

    While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.

    We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.

    We want to keep you updated as work progresses on this, and I'll be back to share…

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    Murray de Jong commented  · 

    @Kelly Munro - as per below, be great to get an update. Is this anywhere near to being provided? basic functionality and little engagement/advice from Xero in regards solution and timing. Anything would be better than current functionality of no ability to send statements automatically

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    Murray de Jong commented  · 

    https://feedback.xero.com/jfe/form/SV_2uH4iLGyZU25pVs

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    Murray de Jong commented  · 

    I hope everyone who is frustrated about this does the survey in the link from Kelly above to let zero know statements are important (who knew right??!!)

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    Murray de Jong commented  · 

    Adding to the thread below; hugely time consuming task that could be easily automated and would be a huge value add to finance function as well as sales and sales support staff.

    Murray de Jong supported this idea  ·