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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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Roxy Pringle
commented
I live for the day Xero listens to what their users want rather than focusing on updates that actually add very little to productivity. In an age where we are all resource and time poor something as simple as not having to worry about manually sending out statements each month would make a huge difference for a lot of people...on both sides of the transaction! Check your priorities Xero!
Roxy Pringle
supported this idea
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Why is this so hard? We’ve been asking for the ability to automate the sending of statements for almost FOUR YEARS according to the oldest post on this thread. Tick a box in the customer contact, set the date statements should be sent, set the preceding period they should cover…walk away. Instead we’ve had loads of useless updates like redesigned dashboards that add zero tangible value or benefit to what existed before.