Connect Xero to Infograph

Money paid or received before an invoice existed, such as a deposit, with the contact, date, total and what is still unallocated. Shows deposits not yet matched to an invoice.

Ask: “How much in customer deposits is still waiting to be matched to an invoice?”

Payments that were more than the invoice asked for, with the contact, date, total and the amount left over. Shows money you owe back or can set against a later invoice.

Ask: “Which customers have overpaid and still have credit left with us?”

Every quote sent, with the contact, date, expiry date, status and totals. Shows the pipeline before it becomes invoiced revenue.

Ask: “What share of last quarter's quotes were accepted?”

Every purchase order raised with a supplier, with the date, delivery date, status, totals and line items. Shows spending you have committed to before the bill arrives.

Ask: “How much is on open purchase orders by supplier?”

Your customers and suppliers, archived ones included, with their names, email, addresses and phone numbers. Ties every invoice, bill and payment to who it was with.

Ask: “Who were our ten largest customers by invoiced amount last year?”

Each move of money between two of your own bank accounts, with the date, amount and both accounts. Deleted transfers stay, marked as deleted.

Ask: “How much did we move from the current account to savings this year?”

Every account in your chart of accounts, with its code, name, type and status. The categories every amount in the books is posted to.

Ask: “Which expense accounts do we have, and which are archived?”

The products and services you buy and sell, with their code, name, description and sale and purchase prices. Lets you break invoices down by what was sold.

Ask: “Which items brought in the most revenue last quarter?”

The extra labels you tag transactions with, such as region or department, and their options, archived ones included. Lets you split figures by those labels.

Ask: “What are our tracking categories and the options under each?”

The tax rates set up in your organisation, such as VAT or GST rates, with their name, rate and status. Explains the tax on every line.

Ask: “Which tax rates do we use, and what percentage is each?”

The currencies your organisation trades in, by code and description. Shows which invoices and bills are in a foreign currency.

Ask: “Which currencies do we invoice in?”

One row about your organisation, with its name, base currency, country, financial year end and tax settings. Gives the context every other table needs.

Ask: “What is our base currency and when does our financial year end?”

The invoice and bill templates Xero sends on a schedule, with the contact, schedule, status and totals. Shows recurring revenue and recurring costs already set up.

Ask: “How much do our repeating invoices bill each month?”

One row per account per calendar month, with the section it sits in, such as income or expenses, and the amount. Up to three years of monthly history for trends and margins.

Ask: “How has our gross margin moved month by month over the last year?”

The balance of each account at the end of every calendar month, with the section it sits in, such as assets or liabilities. Shows how cash, debts and equity change over time.

Ask: “How has our cash balance changed at each month end this year?”

One row per bank account per calendar month, with the opening balance, cash received, cash spent and closing balance. Shows cash flow and runway at a glance.

Ask: “What was our net cash burn each month over the last six months?”