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

    265 votes

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    160 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Kieran Phelan commented  · 

    Sending statements to "group" would be great for small businesses. We have a client with both GBP and EUR customers and we want to send statements using a different statement template containing different bank details.

    Adding a button or even a column to the screen "Send Statements" would be ideal and seems like an easy feature to add.

    Kieran Phelan supported this idea  · 

  2. Multicurrency- Batch payments of Foreign Currency Bills.

    578 votes

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    213 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.

    Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.

    We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.

    Kieran Phelan supported this idea  ·