Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    264 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    160 comments  ·  Contacts & documents » Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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…

    Hansha Bhojani supported this idea  · 
    An error occurred while saving the comment
    Hansha Bhojani commented  · 

    This would definitely be a bonus and would streamline debt chasing

  2. Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes

    49 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  13 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Hansha Bhojani commented  · 

    I would like to see notes that we could update against regading overdue invoices whilst running the Aged payables detail report and Aged receivable detailed report.