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  1. 10 votes

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    Appreciate you raising the idea, Emma. To round back and confirm current functionality - If needing to send emails for invoices to multiple customers at once you could use the email feature from the contacts list view - See our Xero central article for detail on this. 

    If it's something you'd commonly do you may like this article in helping you set up email templates where you could create and save a custom template that you'd use when sending an overdue invoice. 

    It'd be good to hear if there is detail that this method doesn't help you resolve, that we can share back with our product team. 

    Stuart Clough supported this idea  · 
  2. 680 votes

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    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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    Stuart Clough commented  · 

    Sorry to let all Xero users know, but we aren't going to get this sort of flexible data interchange outside the xero platform.

    Why? Because in this new age of enshottification, you will either need to sign up with more users to be able to access the reports in Xero, or you will need to pay a monthly charge for a third party app to be able to email reports.

    Software companies don't do upgrades now unless you pay them (forever) for thos upgrades.

    I have been watching this request for close on 2 years. Zero progess speaks volumes about so called beautiful accounting services.

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    Stuart Clough commented  · 

    Sadly such a simple request is being denied? Why because it is a user feature that prevents Xero from locking-in/controlling your data and being able to charge for 3rd party integrations.

    Yet another example of the Enshittification of the internet. Even from a company like Xero that did so much to make things better.

    As the pressure to continually maximise profitability hits senior management, they have to start erecting (or in this case, not removing) little barriers that make the service shittier for customers - unless you pay them more in some way.

    Do better Xero! Don't become a Quickbooks.

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    Stuart Clough commented  · 

    Surely this is a mistake. This must be available already. QBO legacy user here - assessing Xero for a new entity. Do I have to go back to manual reporting??

    Stuart Clough supported this idea  · 
  3. 48 votes

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    Stuart Clough commented  · 

    Agreed absolutely. Ability to describe the build-up of the quote. Adding payment details. Surprised its not available.

    Stuart Clough supported this idea  ·