Guides

• How to email Xero reports automatically (scheduled P&L, balance sheet and aged receivables)
  Xero can't email standard reports on a schedule. Here are the options that work today: Syft Analytics, exporting by hand, workflow tools, and dedicated apps.
• How to email the Xero aged receivables report every week
  Xero has no schedule button for the aged receivables report. Here's the manual export, why weekly beats monthly for debtors, and how to automate it.
• How to send monthly management accounts from Xero to directors and clients automatically
  A practical way to send a monthly profit and loss and balance sheet pack from Xero to directors or clients without exporting and attaching files by hand.
• Xero vs QuickBooks Online: scheduling and emailing reports
  QuickBooks Online can email reports on a schedule. Xero can't, for its standard reports. Here's the difference and what Xero users can do about it.
• Syft Analytics vs a simple scheduled report emailer for Xero
  What Syft Analytics does, what a scheduled report emailer does, and how to decide which of the two your business actually needs.
• How bookkeepers can automate month-end report packs for Xero clients
  A practical workflow for bookkeepers who send monthly reports to many Xero clients, from the manual export routine to one scheduled pack per client.
• How to email the Xero balance sheet automatically at month end
  Xero has no schedule button for the balance sheet. Here's the manual export, and how to send it to directors or lenders on a set day each month.
• Get a weekly list of unpaid and overdue Xero invoices by email
  How to get an unpaid invoices list out of Xero by hand, and how to email it every week to whoever chases payments.
• How to email a Xero unpaid bills list before each payment run
  Send the list of unpaid supplier bills to whoever approves payments, on a schedule, instead of exporting it from Xero by hand before every payment run.
• How to email the Xero trial balance to your accountant at month end
  Send the trial balance to an external accountant every month without exporting it by hand. The manual steps in Xero, and how to schedule it.
• How to email a weekly Xero bank summary and cash position to the owner
  Get the Xero bank summary in the owner's inbox every week, without logging in. The manual export, and how to schedule it.
• How to export Xero reports to Excel or CSV automatically
  Get Xero reports into Excel or CSV on a regular basis without exporting them by hand. What works, and what Reportpost does and doesn't do.