Settings and activity
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265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
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Hilaire Cornelius
supported this idea
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An error occurred while saving the comment Hilaire Cornelius
commented
Yes!!!! This!!! Please can you add a function to allow statements to be sent to groups. This will be so so useful. The functionality would allow us to send to groups such as: EOM payers, 20th month payers and even have a group selection for accounts in query that we can deselect from the statement. This would make the process so much easier than having to deselect each of these contacts individually everytime we send a statement. If Xero could look into this idea - this would be amazing!!!
Xero... This idea was shared 9 years ago by your Xero Community Team... Could you please respond to this thread to give everyone an update if this is something you're working on/progressing/talked about? This seems like such a simple thing to do. We love using Xero but just a few tweaks with functionality (like this example) would make life so much easier :).