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  1. Reporting - Automatic generation and emailing of reports

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    284 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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    Paul Berry commented  · 

    Flex financial reporting … is the one I use.

    The key table is the journal lines it is a good way to go behind the scenes

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    Paul Berry commented  · 

    I’ve purchased an add-on which exports most data to excel. That still needs refreshing and is a work around albeit an imperfect one.

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    Paul Berry commented  · 

    We have this in ZohoOne and I have a KPI spreadsheet I use, and it is just a decent reminder of key fields especially for non financial managers

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    Paul Berry commented  · 

    Not just monthly, but daily and weekly

    Paul Berry supported this idea  ·