Xero automation templates

• FinanceAsks first

  Create client invoices from your tracked hours

  One draft invoice per client from your hours sheet, with rates and dates, sent after you approve it.

  On a schedule: On the 1st of each month at 10:00

  • Google Sheets
  • Xero

• FinanceAsks first

  Pay approved supplier bills from your bank

  A payment for each bill due this week, checked against your records, sent only after you approve it.

  On a schedule: Every Thursday at 10:00

  • Xero
  • Any bank site

• Finance

  Compare your budget with actual spending

  Budget against actual for each account, the largest differences first, with the transactions behind them.

  On a schedule: On the 5th of each month at 9:00

  • Xero
  • Google Sheets

• Finance

  Prepare the figures for your VAT return

  Sales and input VAT by rate for the period, checked against your sales platforms, with the box values.

  You start it: When you start it

  • Xero
  • Shopify
  • Stripe
  • +1 more: Google Sheets

• Finance

  Build a 13-week cash flow forecast

  Weekly cash in and out from your bank, open invoices and bills, with the weeks below your minimum marked.

  You start it: When you start it

  • Any bank site
  • Xero
  • Google Sheets

• FinanceAsks first

  Enter new supplier bills into Xero

  A draft bill with the supplier, dates, lines and VAT for each new invoice e-mail, saved after you approve it.

  On an event: When a supplier invoice e-mail arrives

  • Gmail
  • Xero

• Finance

  Check supplier invoices against purchase orders

  Each invoice matched to its PO and delivery note, with price, quantity and duplicate problems marked.

  You start it: When you start it

  • Google Drive
  • Google Sheets
  • Xero

No template matches. Clear a filter, or write your own task in the Cuiar side panel.