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  1. Reporting - Automatic generation and emailing of reports

    679 votes

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    237 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.

    Timothy Barnett supported this idea  · 

  2. Xero Blue | Global Search - By Contact account number

    48 votes

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    submitted  ·  21 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Timothy Barnett commented  · 

    Lots of integrations (like CRMs, etc) utilise a Contact Code in Xero to make the link between records. Currently, this Contact code is not available to report on, search by, or viewable in Contact export CSVs - the only way you can see it is to go into each individual record.
    It would be much better to be able to search and report on this, as we are currently getting an error in the sync module of our CRM, and we cannot find the matching record in Xero without hours of manually opening every Contact record.

    Timothy Barnett supported this idea  ·