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  1. Reporting - Automatic generation and emailing of reports

    785 votes

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    296 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

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    Fiona Evans commented  · 

    Please make this a priority, This is not an obscure thing to request.

    Fiona Evans supported this idea  · 

  2. Invoice Reminders - Set up for a Contact group

    42 votes

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    18 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.

    Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.

    The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.

    While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.

    I'll return to share once this is released.

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    Fiona Evans commented  · 

    This is something that really needs to be developed as soon as possible.

    Fiona Evans supported this idea  ·