Settings and activity
2 results found
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265 votes
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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Sheung Chun 歐尚晉 AU
supported this idea
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An error occurred while saving the comment Sheung Chun 歐尚晉 AU
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This is a simple function and it is unbelievable that it isn't available? I can't believe it, as one of the main reason I jointed/ subscribed into Xero was to use such function because my business has clients that has multiple branches. This is ridiculous.
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1,467 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Sheung Chun 歐尚晉 AU
supported this idea
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This is extremely annoying as the main sole purpose I joined Xero was to use this function because 80% my clients have branches. Thank Genevieve Knights for the suggestion, but if I have to use this manual method for all my clients, the manual work required is ridiculously high.
creating the Receivable Invoice Summary is a good start, but then the clients loses the ability to click on the invoice number in the statement to verify details etc.
It is been years if not a decade since this issue was raised but still no update? I feel a little scammed as I have just subscribed for a whole year only to find out the sole critical function I require is not there. Extremely disappointed.