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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486 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
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AMW Audit Group
commented
We have been using xero for a couple of years now and still not game to send out statements as we get so many complaints whenever we. So I take 3 days, going through one by one and sending out. So much for "convenience"!! Trying to find out if I can separate into groups. We would like to send reminders at 30 days overdue, then at 45 days overdue, followed by every 7 days thereafter. Any clues???
I have just gone through and put all our hundreds of clients into groups thinking this would make sending statements easier and now find it can't be done. How stupid. It takes me days to go through and do this manually.
Previously I have "tricked" the system entering our client group and number into the Account # section. Now I will have to go back to this method!!! Crazy.
Being just a "lay person" not in any way an accountant, you'd think there would be a simpler system.