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From Xero to Hero

Anyone who knows me will know how pleased I am with myself coming up with that little pun. Easily pleased I guess, but then I’m an accountant, and I don’t get out much!

Speaking to clients who use Xero as their accounting software, a common problem that they face is how to easily create a tailored P&L report in Excel. Standard Xero reporting just doesn’t give them what they need out of the box and manually downloading the Xero P&L reports and manipulating them into their format is just too frustrating and time consuming.

So the Clarity team have been working with the DataDear add-in for Xero and Excel and have created a spreadsheet based template. This template has been designed to make it quick and easy to present a single Xero company and single tracking category profit and loss report. As it is Excel based it is easily tailored to the end users’ exact needs.

Key benefits:

  • Straightforward spreadsheet-based profit and loss template
  • Updates quickly and easily using the DataDear add-in
  • Filter by tracking category
  • Supports budget and prior year comparisons
  • Comprehensive user guide
  • Easily customisable
  • Support option available to help get you up and running
  • Built in line with good practice standards by DataDear experts

 

If you would like to find out more please take a look at this page on our website where we have a video overview and some screenshots.

 

We are DataDear experts.


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