Settings and activity
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34 votes
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Carol Reilly
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264 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…
An error occurred while saving the comment Carol Reilly
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Create group structures in Xero that mirror XPM - so group invoices and statements can be viewed together.
Carol Reilly
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45 votesCarol Reilly
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I agree. I would also like to see more placeholders available in general, if certain fields like refund amount can be coded, why not other fields, for example GST from a BAS statement. There needs to be more flexibility to pull additional fields from all tax returns.