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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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    Christine McMahon commented  · 

    Would have thought this feature would have been an easy one implement.
    It's a real company time waster, we have four departments, invoicing to different customers, and we are having to click manually to send out statements, so we don't send the wrong ones out. We have customers set up in groups, so why can't we send statements out in groups with one click. It's a pity to see previous comments asking for this 10 years ago, think how many hours have gone into wasted admin labor!

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    Christine McMahon commented  · 

    We have 4 separate divisions with 4 different branding. Very time consuming as we have to tick up to 65 individual customers in one division to send statements and sometimes we send the wrong customer a different branded statement as names of customers can be similar to another division, which becomes confusing for the customer.
    I thought with us setting the customers into groups would help, but there is no way to make it work. Having this sorted would, 1.save us time, 2. not allowing mistakes sending statements to the wrong customer

    Christine McMahon supported this idea  ·