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.
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.