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  1. Reporting - Automatic generation and emailing of reports

    684 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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    Brendan Lewis commented  · 

    For our US operation we use Zoho Books for Invoice generation and sync back in Xero (the standard accounting system for our group).

    For my weekly US sales meeting, we use Automatic generation of reports from Zoho Books to enable sales meeting attendees with weekly results for review.

    For my weekly marketing meeting, I have to manually login and generate a marketing spend report from Xero to be circulated. Same for the monthly group finance review (but for 3 companies).

    The lack of automated reports in Xero costs me atleast a day a year. I wonder what its costing the entire Xero customer base?

    Attached is the screen shot of the interface from Zoho Books.

    Frustrated!