Xero Ask - Set up repeating queries
It would be great if we could have repeating queries on Xero Ask so that it will automatically send queries requesting year end information or VAT return records without any human input. It would save a lot on admin time and give Xero accountants an edge.
3
votes
Michael Osborn
shared this idea
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Melissa Crosby
commented
One of my clients keeps all of her data in spreadsheets and has a couple of accounts that bank feeds are not available for. I send her an ask query every month - it would be nice if it would automatically send this each month like I can send her an invoice each month; she gets the invoice, but if I'm traveling on the first or out of the office, it would be nice if the ask query would go out at the same time. :)
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Ryan Penderis
commented
Agree 100%