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  1. Customer Statement - Automated statements for contacts

    543 votes

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    139 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

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    Andy Parker commented  · 

    JAX is saving me so much time that I'm now able to hand write statements and post them to customers every month which they really appreciate. I'm so pleased the product team chose implementing a pseudo-AI search feature over this basic functionality that hundreds of customers have requested.

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    Andy Parker commented  · 

    Most of the ideas here are eventually responded to by Xero with 'nah', so I'm not holding my breath.

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    Andy Parker commented  · 

    This feature would save us a **** of a lot of time and help our cashflow.

    Andy Parker supported this idea  ·