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

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    152 comments  ·  Contacts & files » Contact  ·  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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    Muhammad mumtaz commented  · 

    Thanks for the update—really appreciate the transparency here.

    Bulk sending statements to contact groups would be a huge time-saver, especially for those of us managing a large number of clients. The current workaround of manually filtering and selecting contacts does help, but it can get quite time-consuming and increases the chance of missing someone.

    Great to hear this is being explored as part of improvements around reminders and statements. Looking forward to any updates on this—please do keep us posted!<a href="https://doraemonsx.com/">https://doraemonsx.com/</a>