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

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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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    Karen Gamble commented  · 

    Accounting is not just about issuing accounts receivable, collecting outstanding money, and paying the correct amount of tax.
    It is about MANAGING and GROWING your business and SURVIVING hard times.
    Understanding what works as soon as possible is what separates winners from losers. Xero, get your act together please.

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    Karen Gamble commented  · 

    'You are wasting your ********* on the desert air" as my old dad used to say.... how long has this thread been running................

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    Karen Gamble commented  · 

    This is something Xero has been told about for months if not years. TIME TO GET YOUR ACT TOGETHER GUYS!

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    Karen Gamble commented  · 

    Exactly - and at end of every month we think very bad things about Xero as we send out statements. It has been months since my first post.

    Karen Gamble supported this idea  ·