Settings and activity

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

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   43 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.

   This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.

   
   

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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  ·  Contacts & files » Contact  ·  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