Settings and activity
2 results found
-
733 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.
An error occurred while saving the comment 
Matthew Jackson
supported this idea
·
-
239 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Matthew Jackson
supported this idea
·
Xero has told us this feature is “valuable in the long run” but “not currently on [the] development roadmap”. Then in 2024 Xero buys Syft, and suddenly an admin posts: “You can now automate report scheduling with Syft Analytics! This is the stand alone product that Xero bought in late 2024. It’s incredible.” So a basic workflow we have begged for in core Xero is only “incredible” once we pay for an extra product Xero now owns.
From an investor slide, Xero even boasts that it has “added Syft Analytics features … to different business plans to drive improved mix”... meaning using Syft to push customers up the pricing ladder instead of giving long requested functionality to the people already paying.
That is exactly why this feels so wrong. Xero, if you want to prove this forum is not just a lead generator for upsells, ship automated report generation and emailing as a free, native feature in Xero, not as a paywalled Syft add on.