Settings and activity
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689 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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Philip Colfox
commented
Dear Kelly, I am glad you have upgraded this from "no plans" to "valuable in the long run [ though ] not... with a specific timeframe". I would be willing to pay extra for better reporting including this automatic emailing of reports on set dates. Best wishes Philip Colfox
An error occurred while saving the comment Philip Colfox
commented
Begs the question, if Xero do not understand customer needs for such basic functionality will they survive and should we customers go elsewhere? I have 13 companies with Xero
An error occurred while saving the comment Philip Colfox
commented
Sorry to post again - So important is this that we are about to use a workaround for Xero failure to develop this feature. We use the Joiin app for consolidating Xero companies and that has an automatic scheduling and emailing of reports feature. We are about to start writing reports in Joiin for single Xero companies and schedule them to be sent by email from Joiin.
An error occurred while saving the comment Philip Colfox
commented
We spend a lot of money with you. The idea basically is to "push" data to the recipients so that there is no excuse for failing to log in, run the report and scroll down, or if you are lucky just get it off the dashboard. Once we get push reporting it's a life changer meaning one less reason to stop and open up a machine. What we need just comes in regularly. We want sales reports daily pushed to us. We want flash financials pushed weekly and monthly. We want final management accounts pushed monthly quarterly and annually. With lots of companies this pushing of data on deadlines also keeps the data managers and accountants on their toes. I am amazed and astounded that Xero needs this spelt out. There is so much good about Xero. Another neglected feature would be to have more detailed permissions. We have to use multi companies because permissions cannot be locked on a departmental basis. Finally, allowing payroll timesheets to access all tracking categories would help immensely too.
An error occurred while saving the comment Philip Colfox
commented
We have multiple Xero companies (which works if we use Mayday app to do the intercompany transfers). Pushing KPI's and reports to owners, top team and managers is really important to keep them on their toes. They don't have time to keep clicking the buttons to get the reports and we don't want to do it either. The feature we would like is to send information which is visible without futher clicking - so the dashboard in html and each page of the management report in html - would be what we want. The management report would be great because we can edit that and turn it into a pack.
Philip Colfox
supported this idea
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To Mariel Diaz - how do we take advantage of this functionality - do we have to subscribe to Syft or is the functionality already in Xero now ?