Settings and activity
3 results found
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20 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
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Jo Onions
supported this idea
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264 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…
An error occurred while saving the comment Jo Onions
commented
Any update on this feature at all please?
Jo Onions
supported this idea
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11 votes
An error occurred while saving the comment Jo Onions
commented
Please do this - Quickbooks have apparantly added this functionality - would save so much time each month for multiple clients!
Jo Onions
supported this idea
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I totally agree - it is ridiculous that clients can turn this feature on without realising what they are doing. It should not be on the reconcile screen