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.
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
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Peejay Moody
commented
+1 Jamie. The simple deficiencies in Xero we have to cover with expensive apps
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Kyle Stutter
commented
I think you’ve nailed it, Jamie.
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Jamie Smith
commented
It's not on your radar because, I suspect, your business model is no longer looking after us who are your subscribers rather, you want a third-party app to create this so you can get the revenue from them. Development has come to an absolute standstill with Xero in the last few years.
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Daniel Dainty
commented
In the meantime, my business will suffer because I couldn't set up automatic emailing to statements to clients, which would help me get paid more quickly, and would make sure my subscription to you is more likely to continue.
Computers do the automatic tasks - not humans! Accounting packages have sent statements automatically for years now. Fix your software!
- Edited by Community manager to remove inappropriate language
(Edited by admin) -
Matthew Cockerill
commented
To quote John Maynard Keynes "In the long run, we're all dead".
It really is incomprehensible that this is not supported by Xero after so many years. Not to be a conspiracy theorist, but it makes me wonder if there's an underlying business reason why Xero is keen to keep users having to log in to manually send reports?
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Rachel Wilson
commented
It's 2025.......
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Peejay Moody
commented
It's a grind for years (decades?) to get any traction on these product improvements, even though many are under the umbrella of basic functionality.
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Philip Colfox
commented
Begs the question, if Xero do not understand customer needs for such basic functionality will they survive and should we customers go elsewhere? I have 13 companies with Xero
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Salonee Verma
commented
This is such a basic feature. If it is possible to export reports, surely xero can add this very basic functionality.
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Adrian Tan
commented
This is a hygiene feature for the current age we're in, and a stark gap vs competition. At present there is revenue leakage from Xero as it sounds like many customers are turning to third party applications and connectors to extract data.
It is high risk for financial data to have to be manually pulled and structured for stakeholders on an ongoing basis - very prone to human error, which negatively impacts team productivity when having to sift through the data to find the discrepancies.
Bumping this for attention - please consider building this feature - it's been on the wishlist for many users for nearly 2 years now.
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Fiona Evans
commented
Please make this a priority, This is not an obscure thing to request.
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Philip Colfox
commented
Sorry to post again - So important is this that we are about to use a workaround for Xero failure to develop this feature. We use the Joiin app for consolidating Xero companies and that has an automatic scheduling and emailing of reports feature. We are about to start writing reports in Joiin for single Xero companies and schedule them to be sent by email from Joiin.
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Sam Allan
commented
This is a really useful report for anyone in a management position, how you can think this is not useful is beyond me.
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Emma Elliott
commented
Definitely seems like a feature that should be automatic in this current climate
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Leanne de Waal
commented
Please update Xero as your last post was dated 18 Dec 2023.
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Leanne de Waal
commented
This is urgently required. Considering the number of requests you have had from your customers. Being able to created an automated daily report of all bank transactions would mean that I no longer have to give access to Employees to download from a bank account just for this purpose or have to create a daily report every single day that could be automated.
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Manny Lee
commented
Considering other products in the price range as yourself can do it, this should be added asap.
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Max Hornshaw
commented
Automated reporting would significantly reduce our manual effort and ensures timely financial insights. Please can this be re-considered.
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Joe Branca
commented
This seems like table stakes for any saas product.
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Philip Colfox
commented
We spend a lot of money with you. The idea basically is to "push" data to the recipients so that there is no excuse for failing to log in, run the report and scroll down, or if you are lucky just get it off the dashboard. Once we get push reporting it's a life changer meaning one less reason to stop and open up a machine. What we need just comes in regularly. We want sales reports daily pushed to us. We want flash financials pushed weekly and monthly. We want final management accounts pushed monthly quarterly and annually. With lots of companies this pushing of data on deadlines also keeps the data managers and accountants on their toes. I am amazed and astounded that Xero needs this spelt out. There is so much good about Xero. Another neglected feature would be to have more detailed permissions. We have to use multi companies because permissions cannot be locked on a departmental basis. Finally, allowing payroll timesheets to access all tracking categories would help immensely too.