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  1. Reporting - Automatic generation and emailing of reports

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    284 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.

    Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.

    We will be back to share outcomes from the teams exploration.

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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!