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Just basic functionality. Surprised it wasn't done years ago.

This would save an enormous amount of time and none of the 3rd party APIs so far feel value for money/trustworthy. With the new JAX feature and logins using email addresses already it feels like a relatively simple feature to add, and would help me swallow price increases.

Reporting - Automatic generation and emailing of reports - it's not currently on our development roadmap with a specific timeframe?
any update as Quick books is way ahead of you on this, I use that for another company and is such a good feature it is a temptation now to switch all companies away from Xero to Quickbooks

Particularly relevant when you can't generate a project profitability report. System can't handle the current load and thus 90% of the time the report does not run. Either increase resource on the server or allow reported to be scheduled.

Don't understand how Xero doesn't already have this, basic reporting function that has been implemented by many far less technical programs

Been the top request for a significant amount of time now. Clear that Xero doesn't listen to what its users actually want.

Sage, NetSuite, QuickBooks all offer this - even new systems like Rillet, Campfire & Digits have it! Clearly its a core feature that should be included in any accounting system.

The only reason I can see for Xero not implementing this simple additional functionality (because emailing of invoices and statements already exists, so the core functionality is there) is that they generate significant additional revenue from people using 3rd party connected software to do this. The issue is that their competitors offer it as core functionality, which makes Xero seem like they're lagging the competition. For a small business that can't afford to pay a lot more a year for this, Xero is increasingly seeming to be a poor choice of accounting software.

Put simply we want push reporting.

Sorry - my ChatGPT imagined things from the product literature and chat rooms and has admitted such. I have deleted my posts where it wrongly thought there was a classic reporting function which included emailing reports and it wrongly thought that the new free Syft integration allows the scheduling of emails. It does not. We have to buy the whole app. Will Xero be integrating the automatic emailing of reports?

This is something which would go a long way to solving the problem of segregated access not being properly possible - i.e. the need for project managers to see data down to the gross profit level but no further is a real problem which we have not yet found a satisifactory solution to. I am looking at Syft but it cannot show sales or cost figure breakdowns and updates once a day rather than being live (you can update manually at any point but that does not work with emails being sent out automatically).

If you don’t want to pay your coders to write the code, use AI and then tweak.

Please can this be actioned and implemented. My current EPOS has this facility and it’s over 25 years old, and hasn’t not been significantly rewritten and updated. I have multiple reports setup for end of month emailing. Saves me time, hassle and money!

What needs to happen for you to listen to your customers. If it wasn’t for the fact my book keeper has never used anything else, I’d switch to another program.

With multiple companies consolidated via Joiin we spend about £6k per year with Xero but have to use Joiin to do the reporting. This disenfranchises the company managers who have to rely on head office to set up their Joiin reporting. We're not going to buy Syft as we've invested a lot in getting Joiin up work

At 733 votes as of today, this request appears to have more votes than any other idea on the forum (second highest is in the 500s), yet you still can't make it a core function. That is a strong indication that you don't care what your users want.

So I finally jumped in to look at the $yft platform.

Point 1 - I wanted 3 regular reports to export from Xero. Syft has none of these:

- An up to date invoices list with status of payments
- A list of invoices in draft status but unsent
- A list of creditors with late payments.

Funnily enough Xero has all 3 of these reports available already. But you don't let me generate a .pdf and email it on a schedule.

You don't let me generate a .csv or .xls and email it on a schedule.

So I have a manual task which is the complete opposite to what Xero promises in its marketing and its own mission/vision delusion.

So Xero has the functionality to generate a .pdf and the functionality to export a .csv (A) - we see it in invoicing and reports modules.

And you have email functionality to attach a .pdf to an email and send it (B - in invoicing module). I would like to think that your amazing coding team can make the jump and do the same for a .csv (C).

SYFT is NOT solving this problem. Even If I pay more for it (at least from what I can see from the existing platform)

XERO is NOT solving this problem. (i'm going to say that the coding team says yes they can, that the customer experience team says yes we should, but the customer revenue team says - lets leave a few pieces of functionality out that is sufficiently annoying that it drives customers to pay more at some time in the future). If $yft was that moment then you just crashed and burned.

Please Put A + B + C together, INSIDE XERO. I am sure your summer interns can put the code together in maybe a couple of days and you could release it to us by Christmas.

Or maybe I just transition my US entity across to QBO - like the rest of the business is running and the experiment on XERO can be closed.

Xero has told us this feature is “valuable in the long run” but “not currently on [the] development roadmap”. Then in 2024 Xero buys Syft, and suddenly an admin posts: “You can now automate report scheduling with Syft Analytics! This is the stand alone product that Xero bought in late 2024. It’s incredible.” So a basic workflow we have begged for in core Xero is only “incredible” once we pay for an extra product Xero now owns.

From an investor slide, Xero even boasts that it has “added Syft Analytics features … to different business plans to drive improved mix”... meaning using Syft to push customers up the pricing ladder instead of giving long requested functionality to the people already paying.

That is exactly why this feels so wrong. Xero, if you want to prove this forum is not just a lead generator for upsells, ship automated report generation and emailing as a free, native feature in Xero, not as a paywalled Syft add on.

"It's incredible" as the Xero rep pushes Syft... but it is a minimum of £250 a year to do something that is a basic requirement and should be free.. beggars belief in this day and age. I see in the IT news today that Xero are also going to start charging for API access so suspect integrations will start to raise in price as well. Have told our accountant Sage looks a better package although not holding out much hope we will change.

Re Peejay Moody comment, I would argue it is not even 3rd party software any more as, per the post below, Xero own it.

I do not see Syft as a 'win' for this issue. Increasingly, users are forced to pay for 3rd party software to access processes that should be included as core Xero functionality. Apps should be used for advanced capability, not as a crutch for Xero's failures.

You can now automate report scheduling with Syft Analytics! This is the stand alone product that Xero bought in late 2024. It's incredible.

https://www.syftanalytics.com/

Come on Xero, this feature should be a high priority on your development roadmap! All business users need this feature URGENTLY....