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

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   160 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   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

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   Godfrey Gamble commented  ·  05 October, 2023  ·  Edit…  ·  delete…

   perhaps NewZealand is TOO SMALL a place, with TOO FEW PEOPLE to think on the broader world wide scale of business.... I first supported this request in September 2022, and there has neither been action or excuses from XERO yet.

   For those of you are looking to compare with other packages, Kashflow has always had this function. We changed because our accountant suggested it, but it is REALLY annoying.

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