Settings and activity
2 results found
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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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Scott Huggins
supported this idea
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300 votes
Hi everyone, we appreciate all the feedback you've shared.
We'd like to share some changes that have been made since our last update;
- The Demo Company now appears as its own item, separate from the Recent organisations list.
- Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
- There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.
We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.
We hope these changes make the experience clearer and help reduce accidental access.
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An error occurred while saving the comment Scott Huggins
commented
@Anthony Holmes - I almost ended up creating a 2nd demo in the early days. But can't get rid of the initial one and it's always 'in the way'. We have seven companies and therefore have to search for the ones that are not showing because of 'demo' taking up space on the list.
This is a straightforward issue that Xero is not taking seriously; it is so far from 'customer-focused' that it suggests Xero really does not care about it's clients and is all about the bottom line. I'm surprised to not find out that Ryanair or Mick 'the sh!t' O'Leary are major shareholders. Shame on Xero for not taking this feedback seriously and acting on it. After all, why bother asking us?
An error occurred while saving the comment Scott Huggins
commented
It is irritating that we cannot delete or hide the demo account. We have never used it and it sits in the 'recently used' list of organisations (the menu?) waiting there like a little baited trap, hoping for someone to click on it by mistake. I have tried to remove it and used the 'reset demo account' link hoping that would work. No. Now I have two live 'demo accounts' in my list of organisations. Just help us get rid if it/hide it.
Scott Huggins
supported this idea
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I think it was be a huge benefit if I could 'group' various companies in Xero for accounting and cashflow/budgeting purposes. Does anyone know if there is an app/add-in that is able to do this?