Demo Company Balance Sheet

Unlock the Power of Your Financial Data: Build a Flexible Balance Sheet with Connectorly for Xero and Microsoft Power BI

by Xero and Power BI connector

Unlock the Power of Your Financial Data: Build a Flexible Balance Sheet with Connectorly for Xero and Microsoft Power BI. Easily connect your Xero data to Microsoft Power BI and start building insightful reports in just a few clicks. Tailor your balance sheet to fit different scenarios with Connectorly’s dynamic data connections and Power BI’s visualization tools. Discover why the balance sheet is essential for understanding your company’s financial position and how Connectorly can help you quickly build and customize it to meet your unique business needs. Consolidate balance sheets across multiple Xero accounts, create custom views, and gain deeper insights into your financials. Try Connectorly for free today and transform your financial data into actionable insights.

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How can you identify values missing from a table in Microsoft Power BI Desktop?

by Xero and Power BI connector

Connectorly offers a hassle-free solution to integrate business software systems with their no-code approach. They provide connectors for Dynamics 365, Xero, LeadForensics, HubSpot and Power BI. These connectors will help businesses increase their productivity by connecting all essential systems without any downtime. Connectorly’s team is readily available to assist users through live chat and email. Their website also has useful resources users can access to simplify installation. With registered office located in Kent, Connectorly is an essential tool for businesses looking to simplify their software integration needs.

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Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero

by Microsoft Dynamics 365 and Xero Connector

With a plethora of technology at our fingertips, balancing consumer amounts in every financial tool is itself a challenging and time taking task. Proportionally 24% of Microsoft Dynamics 365 users generally process their payments by Xero.  

At the same time, each software provides an innovative intelligent system from purchase orders to invoicing. Connectorly is the bridge between Microsoft Dynamics 365 and Xero. With Connectorly for Dynamics 365 and Xero, you can save time and money while your sales and accounting team are up to date.

This paper tech explains why it is compulsory to show the outstanding amounts in every account application at the same time. Microsoft Dynamics 365 adapts and innovates CRM while Xero is termed a powerful online accounting via decentralized technology at a low cost. Imagine managing both applications manually while you must process daily 100s of invoices, having said that Connectorly is a no-code solution to integrate your business software.  

 

group-people-working-out-business-plan-office-768x768 <strong>Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero</strong>

The amount owed and overdue in Xero 

While the amount owed and overdue is available in Xero, it must go back into your books and Dynamics 365 to manage your backend supply system. With Connectorly for Dynamics 365 & Xero, you can view the total amount due in the same area as the amount owed in your Dynamics 365, which is an effective and time-savvy solution. 

 

balanceind365_2-1024x740 <strong>Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero</strong>
balanceind365_1 <strong>Automate the exact outstanding amount in Microsoft Dynamics 365 and Xero</strong>

How does tension arise in the case of outstanding invoices?

Lack of communication between customer and supplier is the root cause of tension surrounding payments and unpaid invoices. However, customers will typically adopt an insular stance when they feel cash flow problems. Imagine being a customer and you get an overdue payment that is not assigned as payment terms. If they find themself in this position in most cases, it gives a dent in company relations and image.

Moving forward with account automation

Automation changes the way you do business; it makes more sense and reduces the administrative time for you. Things like recurring invoices require assistance and more time to make more sense for your business. Connectorly empower and help them to pay you quicker.
When you are a business owner and you can hardly manage time for approving the invoices. It requires more time and energy to keep track of them. Automating your financial tools is a remote-based solution for companies that keep an eye of the tiger on your dashboard.

Conclusion

Accounting plays a significant role in running a successful business. So, do not make it harder for yourself and start using solutions like Connectorly for Dynamics 365 and Xero instead of using old methods which cause you more problems.
Instead, invest in cloud accounting software that will:

  • That will give you time for billable work
  • Helps you to prepare for tax season
  • Grow your business much better

Find out more about Connectorly and how we can integrate it into your business workflow.

Creating P&L

Is Your P&L a Puzzle? Connectorly Holds the Missing Pieces

by Xero and Power BI connector

When you run a business, you know how important it is to keep track of your financial performance. One of the most useful tools for this purpose is a profit and loss statement, also known as an income statement or a P&L. A profit and loss statement shows you how much money your business made or lost in a given period, usually a month, a quarter, or a year. It also helps you identify the sources of your income and expenses, and how they affect your bottom line.

 

Creating a profit and loss statement can be challenging, especially if you have multiple revenue streams or complex cost structures. The built-in reports are usually really good, but they have their limitations. You have a P&L in Xero, but your options are limited.

That’s why you need Connectorly. Connectorly is designed to make your life easier by automating the process of creating and updating your P&Ls. Using the rich functionality of Microsoft Power BI, you have lots of options to change and customise your reports.

You can connect your Xero to Power BI with Connectorly, and it will automatically generate the Connectorly Xero data model that extends your reporting capability. You can also customise your P&Ls by adding or removing categories, adjusting time periods, and applying filters. Connectorly will then generate a detailed and accurate P&L for you, and you can create charts and graphs to help you visualise your data.

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Effortlessly Generate Profit And Loss Reports In Power BI Using Xero Data!

With Connectorly, you can also compare your P&Ls across different periods, projects, products, or locations. You can see how your income and expenses change over time, how profitable each aspect of your business is, and where you can improve your efficiency and profitability. You can also export your P&Ls to PDF, Excel, or CSV formats, or share them with your team members, investors, or advisors using Microsoft Power BI. Connectorly helps you stay on top of your financial performance and make smarter decisions for your business.

If you want to learn more about how Connectorly can help you create and analyse your profit and loss statements, visit our website today and sign up for a free trial. You’ll be amazed by how easy and convenient it is to use Connectorly for your P&L needs.

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Download our P&L template

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