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

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   160 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

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   Chrystal Nolet commented  ·  20 August, 2025  ·  Edit…  ·  delete…

   i am looking to move companies over from QB however there are simple items that would make the move inefficient.

   I have clients with Customers that have multiple branches and delivery locations but all invoices go to the headquarters. So when we print statements we can generate one statement for the whole group.

   In addition with payments are made from the one parent company it can be applied to any of the "sub" locations. No need to break the payment up and reenter it multiple times to record a payment.

   Another client has customers that have "jobs" being run as sub customers so they can cost each job out and follow it yet all invoices go to the same customer.

   Why this is not present I cannot fathom as it would be such a time saver.

   Also why the chart of accounts does not have sub-account capability is another brain puzzle. I don't have a single client that does not utilize sub-accounts for better reporting

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   Chrystal Nolet supported this idea  ·  20 August, 2025