Enter your idea

This would be a no-brainer useful feature both to automate sending reports to clients but also to allow users to integrate Xero with other tools - e.g. you could email a report file to a shared mailbox and use a script to upload the data into tools like PowerBI.

But just to temper people's expectations - this is why Xero will probably never introduce this feature. There are tools like OData Link which integrate Xero data with other tools, and if they were to enable us to automate report emails then the demand for those tools would dramatically drop.

Sadly, this feature isn't compatible with Xero's business plan which is the reason they are not considering it.

This needs to be solved ASAP

this is crazy, every software package out there allows for report email or automation. Xero doesnt even give this to zapier to automate, it doesnt email it either. We will need to change packages to save time and automate more

It's a bit crazy this feature is not available. There is a lot of automation potential that is lost here without the ability to schedule reports.

It would always be a great idea but its a must especially now with Ai being able to analyse these report so can be automated ready for review where now we will have to manually copy and past. annoying

Would love this feature for Billable Expenses Outstanding, P&L & Balance Sheets

This is a CRUCIAL feature. I'm honestly surprised that we're unable to setup automatic emails containing financial statements/other essential reports.

It remains one of our most used features of QuickBooks Online. Please reconsider this feature in the new year.

I can't believe this is not a standard feature. I should be able to get a weekly report of past due invoices etc.

While prices keep going Up, very few new features are added! Specially something like this where there is plenty of demand!

Should be implemented

Do not understand why this automatic emailing of reports is not a standard feature.
This would make working with Xero so much easier.

Xero, this is a necessary feature, please reconsider! Only select members of our organisation have accounts in Xero, rendering the info inaccessible to the rest of our team - the automatic reporting would be transformative.

Interesting history to this message.

Posted Jan 19, 2014.

Comment by Admin on Mar 27, 2022 (BTW, where is that comment?)

Second comment by Admin Dec 17,2023: "we'd like to get a clearer understanding of demand for this feature".

So basically, 557 votes and lots and lots of comments , including 50 since the last Admin response and you are still none the wiser, not sure about the demand?

Come on Xero! Prove that your customers or more important than losing out to competitors.

And in case no one understands this, see Stuart Clough's comment below:

https://productideas.xero.com/users/6360896143-stuart-clough

How is this not standard? Sending weekly, or monthly business report is essential to basic accounting software.

So keen for this.

This is a much needed and, candidly, pretty basic feature for any accounting system. We assumed, bad on us, and are now trying to grapple with the amount of tasks and reminders required to manually generate and publish the reports across clients. PLEASE consider this to be an important and urgent "enhancement". Thanks!

Sorry to let all Xero users know, but we aren't going to get this sort of flexible data interchange outside the xero platform.

Why? Because in this new age of enshottification, you will either need to sign up with more users to be able to access the reports in Xero, or you will need to pay a monthly charge for a third party app to be able to email reports.

Software companies don't do upgrades now unless you pay them (forever) for thos upgrades.

I have been watching this request for close on 2 years. Zero progess speaks volumes about so called beautiful accounting services.

Having the ability to auto generate and email reports daily to key staff would be extremely valuable for maintaining up to date bank recs for just one thing. Our business team need to be immediately aware of payments received from customers so that they can despatch orders in a timely manner.

Would love the ability to auto send a report monthly of leave balances to our CEO

Being able to email the daily Debit / Credit report to staff for bank reconciliation would save a lot of time and help reduce business costs.