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  1. Reporting - Automatic generation and emailing of reports

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    282 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Jessica Smith commented  · 

    Every two weeks I send out a list of outstanding credit card transactions to the respective users, so that they know which receipts they still need to pass along to me.

    At the moment, I have to search by credit card number, snip the unreconciled transactions and email it to them.

    It would be handy if there was a way to associate an email address with a credit card number, and have a way to automatically send out a report to those emails that lists any unreconciled transactions.

    Jessica Smith supported this idea  ·