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  1. Customer Statement - Automated statements for contacts

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    143 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

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    Jussi Tolvi commented  · 

    Wow. I have one customer who wants a monthly statement. I've just been sending them manually as it's no big deal. But I decided to see if I could automate it and came across this thread, and I have to say I'm stunned by the lack of interest from Xero to fix something so simple that is clearly a massive drain on many users' time. I'll say it again: wow.

    Jussi Tolvi supported this idea  ·