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

    264 votes

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    160 comments  ·  Contacts & documents » Contact  ·  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…

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    Afroz Ali commented  · 

    Hi

    Also having statements automated to be sent on the 1st of every month to customers would be very helpful.

    Thanks

  2. Payroll NZ - Generate employment verification letter

    1 vote

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Afroz Ali shared this idea  · 

  3. Xero Analytics | Short-term cash flows - Add tax payments

    29 votes

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    submitted  ·  11 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Afroz Ali commented  · 

    I agree , this is a must have for cash flow projection

    Afroz Ali supported this idea  ·