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  1. Reporting - Automatic generation and emailing of reports

    681 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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    Andrew Morton commented  · 

    This is something that is needed. Various regulatory requirements would be easily helped if this was in play.

    What we need is

    1) The ability to generate a report on a schedule.
    2) Specify a format and the parameters.
    3) Specify an email address / Xero user that it goes to. Note - if this could be a different user or a user external to Xero, that would be cool. quite frankly I would pay for a "reports" user.

    Basically, allow a "Set this report to be emailed" option.