Settings and activity

7 results found

1. Invoice - Prompt Payment / Settlement Discount

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   submitted  ·  119 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lloyd Benson commented  ·  18 August, 2025  ·  Edit…  ·  delete…

   This seems like a no brainer, fairly easy to develop and encourages best business practice. XERO let's get it done!

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   Lloyd Benson supported this idea  ·  18 August, 2025

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

   Lloyd Benson supported this idea  ·  01 April, 2025

3. AU Payroll - Use multiple pay items for employees annual salary

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Lloyd Benson shared this idea  ·  30 March, 2025

4. User Roles - Purchase order only access

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   submitted  ·  39 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Lloyd Benson supported this idea  ·  19 March, 2025

5. Dashboard - Edit dashboard layout

   52 votes

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   submitted  ·  12 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Lloyd Benson supported this idea  ·  19 March, 2025

6. User Role - Access to specific feature only

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   79 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
   ✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
   We may not be able to invite everyone into every stage, however our research team will be in touch with many of you over the coming months.
   We'll return to share on the outcomes of our research and any progress around development of roles in Xero.

   Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
   We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
   We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct… more

   Lloyd Benson supported this idea  ·  18 March, 2025

7. Business Snapshot - Remove loan bank account from current ratio

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lloyd Benson commented  ·  18 March, 2025  ·  Edit…  ·  delete…

   Yes, this is a fundamental shortcoming. Whilst I could manually journal between two accounts (one current and one non-current) to offset the treatment by XERO (or drag the account down to non-current) as Anthia highlights above the financial ratios remain flawed and incorrect.

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   Lloyd Benson supported this idea  ·  18 March, 2025