Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reporting - Automatic generation and emailing of reports

    681 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    240 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  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.

    An error occurred while saving the comment
    Edward Williams commented  · 

    This would be a no-brainer useful feature both to automate sending reports to clients but also to allow users to integrate Xero with other tools - e.g. you could email a report file to a shared mailbox and use a script to upload the data into tools like PowerBI.

    But just to temper people's expectations - this is why Xero will probably never introduce this feature. There are tools like OData Link which integrate Xero data with other tools, and if they were to enable us to automate report emails then the demand for those tools would dramatically drop.

    Sadly, this feature isn't compatible with Xero's business plan which is the reason they are not considering it.

    Edward Williams supported this idea  ·