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  1. Reporting - Automatic generation and emailing of reports

    695 votes

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    248 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    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

    35 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Libby Fredrickson supported this idea  · 

  3. Reporting - File Attachment Report

    271 votes

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    91 comments  ·  For small businesses » Accounting features  ·  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  ·