1.Detects invoice approval updates
Integrate Xero and accounting workflows to detect approved status changes and route invoice details to the automation.
Update sales masterlist and totals from approved invoices
Automatically monitor invoice updates in Xero across your masterlist and totals. Update masterlist records and increment daily and weekly revenue totals when invoice status changes to approved, approved invoice totals post, or invoice subtotals updateβso you can reconcile faster without manual reporting.
How this automation accelerates revenue reconciliation
When approved invoices sit unrefreshed, reconciliation slows and week and fiscal reporting drifts. This automation monitors invoice approvals, updates your masterlist record, and increments stored daily and weekly totalsβso your team can reconcile quickly.
Xeroor swap with your favorite app
2.Finds and maps masterlist record
Integrate Zapier Tables and lookup tools to find the masterlist row by invoice number and map keys for updates.
Zapier Tablesor swap with your favorite app
3.Calculates week number and fiscal year
Integrate Sub-Zap by Zapier and date tools to calculate ISO week number and fiscal year from the invoice date.
Sub-Zap by Zapieror swap with your favorite app
4.Updates masterlist stage and week fields
Integrate Zapier Tables and reporting fields to update the processed stage and store week and year values.
5.Adds invoice subtotal to stored totals
Integrate Storage by Zapier and totals tracking tools to add the invoice subtotal to daily and weekly stored amounts.
Storage by Zapieror swap with your favorite app
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