Building on our great relationship with DataDear – a brilliant Excel add-in that allows you to quickly and reliably export data from Xero – we have added to our growing portfolio of off-the-shelf templates with this new debtors tool.
Using the invoice and customer reports available in DataDear, our model uses our underlying Power Query coding to automatically enrich the Xero data, allowing you to pull it through to our professional and dynamic dashboard.
What we have aimed for here is a tool that allows you to quickly see, analyse and report on your debtors, and allows you to quickly take action in order to improve your cashflow.
As with all of our templates that are supported by DataDear, you can refresh your Xero data at the click of a button.
Take a look at the video here which guides you through the template, and feel free to contact us if you would like more information.