1.Detect authorised invoice changes
Integrate Xero, accounting data sources, and invoice tracking to detect new or updated authorised sales invoices.
Add authorised invoice rows to central finance dashboard
Automatically monitor new or updated authorised sales invoices across Xero and reporting tools. Create and update finance dashboard rows when invoice authorisation changes, so you can capture invoice data, populate the dashboard, and keep marketing and finance aligned without manual reporting.
How this automation improves authorised invoice visibility
When authorised sales invoices are created or updated, reporting gaps can delay downstream review. This automation captures invoice fields and creates table records and dashboard rowsβso your team can track status without manual entry.
Xeroor swap with your favorite app
2.Split invoice reference
Integrate Formatter by Zapier, text tools, and data transformation to split invoice reference for compact reporting IDs.
Formatter by Zapieror swap with your favorite app
3.Format invoice dates
Integrate Formatter by Zapier, date formatting, and reporting tools to format invoice dates for readable row timestamps.
4.Create finance dashboard record
Integrate Zapier Tables and reporting databases to create records for invoice number, amounts, and due dates.
Zapier Tablesor swap with your favorite app
5.Add rows to the dashboard
Integrate Google Sheets and spreadsheet reporting to append invoice rows with status for downstream review.
Google Sheetsor swap with your favorite app
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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