Settings and activity

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1. Permissions - User Roles to Submit and Approve Quotes and Purchase Orders

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   submitted  ·  16 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Michelle Mortlock commented  ·  19 May, 2023  ·  Edit…  ·  delete…

   Xero please provide an update as to when flexibility on this will be in the roadmap

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2. Contacts - Send out bulk emails to suppliers and customers

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   83 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.

   Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.

   With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.

   If this integration doesn't quite fulfill your needs in communicating with your contacts from Xero, there are other app solutions you can explore through our Xero app store.

   Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.

   Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.

   With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.

   If this integration doesn't quite… more

   Michelle Mortlock supported this idea  ·  02 June, 2022