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1. Invoice reminder - Show the list of those contacts that have reminders turned off

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   9 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future improvements to this feature.

   I'll come back to share as this feature is released.

   Hi community, thanks for your on-going feedback through this idea.

   We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.

   Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.

   We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.

   You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.

   Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future… more

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   Rebecca Cohen commented  ·  30 May, 2024  ·  Edit…  ·  delete…

   once again, needing another program to manager a feature Xero could easily fix.

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   Rebecca Cohen supported this idea  ·  30 May, 2024

2. Contacts - Export contact group

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   submitted  ·  29 comments  ·  Contacts & documents » Contact  ·  delete…  ·  Admin →
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   Rebecca Cohen commented  ·  30 May, 2024  ·  Edit…  ·  delete…

   This feature would make Xero so much more beneficial. Currently needing other programs to manager contacts.

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   Rebecca Cohen supported this idea  ·  30 May, 2024