Enter your idea

I have clients screaming for this feature and they know Sage & QuickBooks can provide this. I really hope that this is is in the pipeline as I don't want clients choosing to move products.

This message is to Kelly or any moderator who views this forum.

Please, please, please can you update or respond in some way to show that Xero is interested in what its customers are saying and requesting. To my mind this topic is one of the most requested with a lot of engagement from customers like us, but it feels like we're just shouting into the void.

That's fine if your customers feel that you offer a superior product and/or its too difficult to move elsewhere but its a competitive environment out there and it really does appear that you either don't care about your customers or you aren't even listening to this forum which you created for exactly this purpose.

Please give us a sign Team Xero!

Can you give us a sign that someone is listening?

Akan - Judging by other "suggestions" on this forum, you need to wait a minimum of 14 years to get any response from Xero - even then they still wont get done! But if you're lucky, Kelly may comment!

Has this received any momentum since May 26? I really want to automate the sending of payroll reports (P32 etc) once pay runs are completed for my clients.

In case it's useful while Xero looks into this: I'm the developer of a small app called Reportpost that does just this.

You connect Xero (read-only), pick the reports, and it emails them as PDF, Excel or CSV to whoever you choose, weekly, monthly or quarterly, on the day and hour you set. Reports: P&L, balance sheet, aged receivables and payables, bank summary, trial balance, executive summary and budget summary, plus lists of unpaid invoices, invoices raised in the period, draft invoices and unpaid bills. Periods include last month, last quarter and financial year to date, with comparison columns on the P&L and balance sheet. Bookkeepers can set up a separate pack and recipient list for each client. Replies to the email go to you.

One limitation: Xero's API doesn't give access to custom report layouts, so it sends the standard ones.

It's a 14-day free trial with no card, then from US$12 a month: reportpost.app. If there's a report you need that isn't there, email support@reportpost.app and I'll look at adding it.

Scheduled report delivery / recurring report automation
It would be extremely valuable to be able to schedule Xero reports to run automatically on a recurring basis, for example weekly, fortnightly, monthly or on a selected day and have them delivered by email or saved/exported automatically to a nominated location.

At the moment, reports that are needed regularly still have to be opened and exported manually. For organisations using recurring reporting, payroll assurance, project reconciliation, invoicing checks or management reporting, this creates unnecessary administration and makes otherwise repeatable workflows dependent on someone remembering to run the report.

Ideally, scheduled reporting would allow users to:

select any supported Xero report;
choose a recurring schedule such as weekly, fortnightly, monthly or a custom date;
retain saved filters, date settings and report configuration;
choose PDF, Excel/CSV or other available export formats;
email the report automatically to nominated recipients; and/or
save the generated report automatically to an approved connected location such as SharePoint, OneDrive or another integration destination.

This would also make Xero much easier to incorporate into modern automated and AI-assisted workflows. A recurring report could be generated consistently, filed automatically, and then used by approved downstream systems for reconciliation, exception checking, analysis or assurance without requiring someone to manually export the same data every week.

Scheduled reporting feels like a foundational reporting capability because the value of a report is not only being able to produce it, but being able to deliver the right information reliably at the point it is needed.

For our current use case, having several Xero reports generated automatically each week would remove repeated manual exporting and create a far cleaner evidence and assurance workflow.

This is a critical problem and should not be ignored. We should not have to move to another system. Xero should listen to their customers and resolve problems otherwise people will start to look at AI to do their accounting for them.
Xero you better listen the window is starting to close on you.

4 years since it was raised ? Then this is the back of the queue! Issues raised 12+ years ago are still "being looked at" so don't hold your breath!
Suggest you use your time wisely and investigate other systems .... seems to be the way forward .....

Why has this not been done yet? 5 days since my last comment and 4 years since this was first raised.

Why has this not been done yet? 5 days since my last comment and 4 years since this was first raised.

Quickbooks Online allows you to set schedules on individual reports, or to combine them as a group of reports by way of management informaton - but with Xero's clunky interface, you have to do it manually!

Yet another thing that's making me regret siggesting a client switches from Sage Desktop to Quickbooks Online as opposed to Xero - truly shocking!!

FIRST SUGGESTED ***TWELVE*** YEARS AGO AND YOU HAVENT IMPLEMENTED THIS YET? SHOCKING, VERY SHOCKING. Whoever is making the decisions on this should be fired? This is basic functionality available in just about all other respectable accounting packages, why not Xero? Yet another **** let down!!!!!!

This looks like it was first suggested 12 years ago and is the top voted subject by a long way. When will this finally happen Xero team?

It would be useful, as someone who has to produce 40+ reports as apart of month end, to add a recipient to each report (similar to that of invoices) and send the reports via email thorough Xero with the option to send as PDF or excel attachment. It takes a lot of time to manually save, rename and send out each report. It could work similar to the email option on invoicing.

Any update on development yet? Or a native link to Power BI would be very useful too

This is such a great idea. I would love it to email me my clients bank transactions every week so I could use that data for other advisory reports I create. How long until this feature will be available? I would be delighted to be included in ay research around this feature.

My team and I didn't realise how much we relied on reports being generated and landing in our inbox until we left QuickBooks and started using Xero. This function kept our team informed and reduced the admin time of downloading and manually emailing reports. It's frustrating not to be able to share essential data so effortlessly. I'd gladly trial this automation and give feedback based on my experience. Well done on everything else, Xero!

Ability to schedule a customised report to email to designated stake holder to save the job of downloading reports and email to colleagues. Don't know if this is in Xero's interest, but usually Directory level stake holders don't go onto Xero to check the reports themselves, they hardly every log into Xero. The reports have to be manually downloaded and send through email. Customised reports are great as literally we just need to go into the saved cusotmised report and run it then download. Shouldn't that last step also be automated to just schedule the repot to be sent to stake holder periodically, then they can receive it in their email to review as scheduled.

I tried to sign up for a time, but it says you are fully booked. I'm still interested in trialling this if you can open up additional dates and times.