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  1. Reporting - Automatic generation and emailing of reports

    682 votes

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    240 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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    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  ·