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  1. Reporting - Automatic generation and emailing of reports

    689 votes

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    244 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  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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    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  ·