Xero Reports Dashboard

invoices

Draft Invoices

$0.00

invoices

Awaiting Payment

$0.00

invoices

Overdue

$0.00

Invoice Status Overview

Invoice Aging Analysis

invoices

🟢 CURRENT

0-99 days old

$0.00

Normal collection period

invoices

🟡 AGED

100-199 days old

$0.00

⚠️ Requires attention

invoices

🔴 CRITICAL

200+ days old

$0.00

🚨 Legal negotiation

About This Dashboard

This dashboard connects to your Xero account to provide real-time financial insights and reporting capabilities.

View invoice summaries and payment status
Generate Profit & Loss and Balance Sheet reports
Track bank transactions and cash flow
Export data to CSV, Excel, or PDF formats

Invoice List

Click a button above to load invoices

Clients Awaiting Payment

Companies with outstanding invoices

Click "Load Clients" to view companies awaiting payment

Payment Trends Analysis

Total Improvement

Avg Payment Days

Best Period

Trend Direction

Click "Load Trends" to see payment trends analysis

Google Sheets Integration

Direct URLs ready to use with =IMPORTDATA() formula

How to use these URLs:

1. Copy any full URL below (click to select all)
2. Open Google Sheets and select a cell
3. Paste: =IMPORTDATA("url")
4. Press Enter - Your Xero data appears!

Invoice Summary

Draft, Awaiting Payment, Overdue counts & amounts

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/summary")

Clients Awaiting Payment

Companies with outstanding invoices (Milvue, Duorooq, HSSDR, etc.)

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/clients-awaiting-payment")

All Invoices

Complete invoice list with numbers, dates, amounts, status

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/invoices")

Bank Transactions

Transaction history (receive/spend) with dates and amounts

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/transactions")

Profit & Loss Report

Revenue and expenses breakdown by account

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/profit-loss")

Balance Sheet Report

Assets, liabilities, and equity breakdown

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/balance-sheet")

Invoice Aging Analysis ⭐ NEW

3 aging groups: CURRENT (0-99 days), AGED (100-199 days), CRITICAL (200+ days - legal negotiation)

=IMPORTDATA("https://3000-ipvcm98kowbtq5i0syvrt-de59bda9.sandbox.novita.ai/api/export/invoices-by-aging")

Xero API Configuration

Configure your Xero API credentials to connect your organization.

Client ID

Your Xero application Client ID from developer.xero.com/myapps

Client Secret

Your Xero application Client Secret (keep this secure)

Redirect URI

Add this redirect URI to your Xero app configuration

How to Get Your Xero API Credentials

Go to developer.xero.com/myapps
Click "New app" or select an existing app
Copy the Client ID and click "Generate a secret" for the Client Secret
Add the Redirect URI shown above to your Xero app's OAuth 2.0 redirect URIs
Save your credentials in this form
Click "Test Connection" to verify the setup
Click "Connect to Xero" in the header to authorize

Security Note: Your credentials are stored securely in your browser's localStorage and are only sent to your Xero account during authentication. Never share your Client Secret with anyone.

Pre-configured Credentials Available

This app comes with pre-configured Xero API credentials. If you don't have your own credentials yet, you can use the default configuration:

Xero Reports

Welcome

Draft Invoices

Awaiting Payment

Overdue

Invoice Status Overview

Invoice Aging Analysis

🟢 CURRENT

🟡 AGED

🔴 CRITICAL

About This Dashboard

Invoice List

Clients Awaiting Payment

Payment Trends Analysis

Google Sheets Integration

Invoice Summary

Clients Awaiting Payment

All Invoices

Bank Transactions

Profit & Loss Report

Balance Sheet Report

Invoice Aging Analysis ⭐ NEW

Xero API Configuration

How to Get Your Xero API Credentials

Pre-configured Credentials Available