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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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    Leanne de Waal commented  · 

    Please update Xero as your last post was dated 18 Dec 2023.

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    Leanne de Waal commented  · 

    This is urgently required. Considering the number of requests you have had from your customers. Being able to created an automated daily report of all bank transactions would mean that I no longer have to give access to Employees to download from a bank account just for this purpose or have to create a daily report every single day that could be automated.

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    Leanne de Waal commented  · 

    This should be made a priority please at is so needed. Other products offer this feature. Please make this happen as soon as possible.

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    Leanne de Waal commented  · 

    Being able to email the daily Debit / Credit report to staff for bank reconciliation would save a lot of time and help reduce business costs.

    Leanne de Waal supported this idea  ·