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Xero Find Invoice template

Ever spent too much time looking for an Invoice where you what was in the description but couldn't remember when you sent or received it?

Nick Maxwell avatar
Written by Nick Maxwell
Updated yesterday

This template is a great example of how you can use Connectorly for Xero and Microsoft Power BI to speed up everyday operational things; in this case, quickly finding every Invoice or Bill that matches a word or phrase in the Invoice Reference, Product, Description lines or Customer Name.

Invoice search results are shown instantly and include a link back to Xero, so you can then continue working there.

Test drive this template

Click the screenshot below to test drive the template with Demo Company data in Microsoft Power BI online:

Download the template

You can download this template in different currency formats: $, £ and €.

Once downloaded, double-click on the downloaded PBIT file to open it in Microsoft Power BI Desktop and enter your Connectorly connection details.

Key Tables

This template makes use of Invoices table.

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