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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
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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??!!)
An error occurred while saving the comment 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
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@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