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  1. 32 votes

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    David Butler commented  · 

    This is a great idea. Currently we have to download payments and upload as csv files before manual reconciliation. Most of our donors pay monthly via GoCardless so it would be a significant time-saver. Thanks

    David Butler supported this idea  · 
  2. 674 votes

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    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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    David Butler commented  · 

    This would be a very welcome feature. Am used to it in Oracle cloud from a previous workplace. Having a scheduled csv file landing in the email inbox allowed for real-time Trial Balance analysis without needing to log-in. We would actually schedule this for every hour through busy month end times.

    I can imagine the use for multiple budget variance reports to schedule on a monthly basis for departmental reporting too.

    This is my number one difficulty with Xero at present (otherwise am loving the move from Oracle to Xero. Many thanks

    David Butler supported this idea  ·