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3 votes
Thanks so much for taking the time to share this idea with us. We’re pleased to let you know that it’s now open for votes and comments in Xero Product Ideas. We encourage others in the community who would benefit from this functionality to vote and join the conversation. The feedback and support shared through Product Ideas helps our product teams understand what matters most to customers when considering future improvements.
Thanks again for helping us make Xero better! 😊
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787 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
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Richard Blechinger
commented
In case it's useful while Xero looks into this: I'm the developer of a small app called Reportpost that does just this.
You connect Xero (read-only), pick the reports, and it emails them as PDF, Excel or CSV to whoever you choose, weekly, monthly or quarterly, on the day and hour you set. Reports: P&L, balance sheet, aged receivables and payables, bank summary, trial balance, executive summary and budget summary, plus lists of unpaid invoices, invoices raised in the period, draft invoices and unpaid bills. Periods include last month, last quarter and financial year to date, with comparison columns on the P&L and balance sheet. Bookkeepers can set up a separate pack and recipient list for each client. Replies to the email go to you.
One limitation: Xero's API doesn't give access to custom report layouts, so it sends the standard ones.
It's a 14-day free trial with no card, then from US$12 a month: reportpost.app. If there's a report you need that isn't there, email support@reportpost.app and I'll look at adding it.
Agreed, if a role can run these reports it should be able to export them. Worth a vote.
Until that changes, one workaround, with a disclosure first: I'm the developer of Reportpost (reportpost.app), an independent app that emails Xero reports on a schedule. Someone with full access connects it once (read-only) and sets up, for example, aged receivables and aged payables summaries sent to the admin team every Monday morning as PDF or Excel. Staff get a file they can sort and annotate without any extra access in Xero, and no columns get cut off like when printing.
If they need invoice-level detail, it can also send lists of unpaid invoices and unpaid bills.