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For small businesses: Accounting features

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Reporting - Automatic generation and emailing of reports

Automatically send email reports every month.

Purpose: Users can set up recurring reports to the dedicated person consistently at the same date.

695 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.


While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

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  • Jonathan Lee commented  ·   ·  Report

    It will provide great value to Xero Business Partners on servicing their clients.

  • Lucy Pearce commented  ·   ·  Report

    This allows flexibility of access. For certain employees xero doesn't provide suitable types of access -

  • Mark Noakes commented  ·   ·  Report

    In a world of autoamted effeciency, this is a no brainer.

  • Grant Brunton commented  ·   ·  Report

    Amazing that this is not an existing feature.
    Even a share button or an option in the export menu to send an email would be an expected feature.

  • Dave Heywood commented  ·   ·  Report

    Had assumed Xero would have this feature. Please implement asap

  • Amber Pryor commented  ·   ·  Report

    I don't understand why you can't get this already - seems like a no brainer

  • Stuart Clough commented  ·   ·  Report

    Surely this is a mistake. This must be available already. QBO legacy user here - assessing Xero for a new entity. Do I have to go back to manual reporting??

  • Leo Palmer commented  ·   ·  Report

    Basic functionality that should already be available

  • Craig Williamson commented  ·   ·  Report

    This is such a basic feature on other platforms, please make available

  • Firfield Developments commented  ·   ·  Report

    Please add this feature ASAP. If Xero increases their fees then they should also invest in new features/tech please.

  • nicky warner commented  ·   ·  Report

    This would be incredibly useful for us. Please provide an update on this XERO

  • Escarlet Perez commented  ·   ·  Report

    We need a way of scheduling reports in xero to be regularly emailed out.

  • Daniela Zavallone commented  ·   ·  Report

    I was looking online and I found that this is not an option. I believe this is a basic option in accounting software.

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