Settings and activity
3 results found
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714 votes
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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Victor Tey
supported this idea
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28 votes
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Victor Tey
commented
Yes. How is this not a standard feature for a file storage solution...
Victor Tey
supported this idea
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74 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
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Victor Tey
commented
You have got to be kidding me. How has Xero existed for this long and yet the most basic of line data report isn't possible... this is so disappointing.
Victor Tey
supported this idea
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Argh, just another basic feature you'd think a platform like Xero would already have...