Settings and activity

1 result found

1. Contacts: Statements - Allow to be sent to Contact Groups

   265 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   160 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   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 live.

   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… more

   An error occurred while saving the comment
   Barb Lewis commented  ·  01 March, 2023  ·  Edit…  ·  delete…

   have over 1000 customers, of which need to send statements to approx 25-30 every month (who are larger customers and/or have many transactions and/or require an end-of-month statement) - I expect this will grow to 50-80 when it becomes easier (when can define the "statements required" group of customers and just easily send statements to that group). Currently have to select one "page" at a time from the full list (limited to a maximum of 200 customers per page - and have to send stmt for each "page" as the selection is not retained (does not carry over) when move to next page).

   Save Submitting...
   Barb Lewis supported this idea  ·  01 March, 2023