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  1. Reporting - Automatic generation and emailing of reports

    635 votes

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    210 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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    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  ·