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  1. Reporting - Automatic generation and emailing of reports

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    169 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.

    We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!

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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!