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  1. Reporting - Automatic generation and emailing of reports

    686 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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    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  ·