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  1. GoCardless - GoCardless as a Bank Feed

    30 votes

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    submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  Admin →
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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. Reporting - Automatic generation and emailing of reports

    565 votes

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    181 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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    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  ·