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  1. Customer Statement - Automated statements for contacts

    551 votes

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    143 comments  ·  Contacts & files » Contact  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand the appetite surrounding this idea and how automation of customer statements could have a big impact on your efficiency and free up a lot of precious time to do more valuable tasks. As noted in my last update this has been high on our product teams radar and we wanted to let you know that we're now looking into how we might leverage Invoice reminders as a means to solve for needs in this idea.

    Very early in the teams discovery at this point, but we'll share further updates with you here.

    Escarlet Perez supported this idea  · 

  2. Reporting - Automatic generation and emailing of reports

    722 votes

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    255 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  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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    Escarlet Perez commented  · 

    We need a way of scheduling reports in xero to be regularly emailed out.

    Escarlet Perez supported this idea  ·