Settings and activity

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1. Customer Statements - Use Contact default to apply template

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

   Hi everyone, thanks for continuing to engage and share interest for this idea. We appreciate how setting defaults can improve the efficiency of your processes.

   Being open this isn't something we have direct plans of implementing in the near term but have a close eye on the idea and will share if there is any news.

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   Matthew Davidson commented  ·  18 October, 2023  ·  Edit…  ·  delete…

   Similar issue for me. I have clients on direct debit and have a direct debit invoice and statement theme which I have selected for each direct debit client.

   When I send statements in bulk I need the direct debit clients to get their custom theme and all other clients to get the default theme.

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   Matthew Davidson supported this idea  ·  18 October, 2023

2. 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

   Matthew Davidson supported this idea  ·  18 October, 2023