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  1. Reporting - Automatic generation and emailing of reports

    769 votes

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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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    Libby Fredrickson commented  · 

    Would love the ability to auto send a report monthly of leave balances to our CEO

    Libby Fredrickson supported this idea  · 

  2. Reports - Generate a report for transactions without receipts attached

    46 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.

    We get how this is a need for some businesses to validify expenses and process payments.

    Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.

    Libby Fredrickson supported this idea  · 

  3. Reporting - File Attachment Report

    297 votes

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    92 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.

    We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.

    Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.

    Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here. 

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    Libby Fredrickson commented  · 

    I’m surprised this isn’t a standard report being that the ATO require receipts to be kept and there is no way to actually track this for clients quickly.

    Libby Fredrickson supported this idea  ·