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1. Purchase Orders - Allow for backorders

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   17 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.

   As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.

   Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.

   This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.

   We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊

   Seed Racks supported this idea  ·  16 March, 2024

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

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   156 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

   Seed Racks supported this idea  ·  05 January, 2024