Settings and activity
3 results found
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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…
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Geraldine Swanepoel
commented
I am sorry we changed our bookkeeping system as this is a major flaw in Xero. We have nearly 1000 accounts and the groups per account is between 25 and 40. 24 groups. It takes me an entire day to send and print statements. This alone would be a reason to change again. Xero seems to think that the requests from customers are not important.
This "idea" was posted by Xero September 2013???
An error occurred while saving the comment Geraldine Swanepoel
commented
This is the 2nd time I have asked about sending statements from groups. Xero works on changing the dashboard and stuff like that. Please listen to the customers and work on stuff they are requesting.
An error occurred while saving the comment Geraldine Swanepoel
commented
I have 21 groups. My statements have to be printed accordingly. It is time consuming having to pick the customer according to their group. Why have groups if we can't use them to print statements from?
Geraldine Swanepoel
supported this idea
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25 votes
An error occurred while saving the comment Geraldine Swanepoel
commented
This is the 2nd "toll" that I am voting on. I know there is another one with over 250 votes, I have voted on that one as well. Xero says they work on requests according to the votes. So if you guys don't know how to create a function customers asks for, you start a new toll?
I have over 1000 accounts, 26 groups. It takes forever to send statements!Geraldine Swanepoel
supported this idea
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28 votes
An error occurred while saving the comment Geraldine Swanepoel
commented
I have noticed that when I allocate a credit note to an outstanding amount on a customer's account, the credit note allocates the amount to the cash summary report. Why?! The report is supposed to show money that has come in and a credit note is definitely NOT money that has come in. On the contrary.
We are a school. So when I hand over bad debts, I do a credit note to the account. Then allocate the credit to the invoice. When I open the cash summary, I see that the credit note shows under school fees as an income.
For some reason Xero has an automatic transaction that writes the invoice amount to the cash flow statement when a credit note is created and allocated. That automatic transaction should not be written into the program.
The cash flow summary should only show actual cash that was received!I see that the first complaint regarding the cash flow summary was in 2022. Does Xero have any intension of fixing this problem? We only started using Xero this year and for the most, it works okay. But something like a cash flow summary - that is a big financial calculation mistake made on Xero's side. I would go as far as to say that if it is not corrected, we will have to look for another program to use. We cannot work with something that does not give the correct financial information. Xero as a company should listen to complaints from their clients where the correct information cannot be accessed. This for me is something big.
Geraldine Swanepoel
supported this idea
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Once again Xero disappoints. You change the login screen but do not care to work on the requests sent by customers. Building an agent within JAX does not help at all! WE NEED TO SEND STATEMENTS! It's not about chasing customers. As a school the statements are put in the quarterly reports. WE NEED TO BE ABLE TO SEND STATEMENTS FROM GROUPS!