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  1. Reporting - Automatic generation and emailing of reports

    565 votes

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    181 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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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  ·