Settings and activity

3 results found

1. Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Helen Deavoll commented  ·  25 February, 2025  ·  Edit…  ·  delete…

   This needs to be done to speed up the decision making process for Managers
   There is too much time spent downloading to spreadsheets and working it out the forecast end of year results.
   Not a very professional reporting concept

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2. Chart of Accounts - Assign a Tracking category

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   30 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

   We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

   While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

   We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially needs work under the hood to enable new functionality like you're asking, and this isn't in our plans for the time being. 

   We sincerely thank you for your feedback, and will continue to track how the votes on this idea trend. If there are any updates to share we will let you know, here. 

   Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

   We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

   While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

   We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially… more

   Helen Deavoll supported this idea  ·  13 June, 2024

3. 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

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   Helen Deavoll commented  ·  08 August, 2023  ·  Edit…  ·  delete…

   We needed this to notify all our customers that there was an issue with the invoices that were coming through from Inventory System
   With all contacts listed in Xero it would be a great option to have

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