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Short guides written for business owners, not accountants. Each one takes about a minute to read.

CashPri needs one row per unpaid invoice. In Xero that is the Aged Payables Detail report.

  1. Open Xero.
  2. Go to Accounting, then Reports.
  3. Open Aged Payables Detail.
  4. Use today as the report date.
  5. Group the report by supplier/contact.
  6. Include Invoice Date, Due Date, Invoice Reference and Total.
  7. Update the report.
  8. Export it as Excel.
  9. Return to CashPri and upload the Excel file.

Choose the detailed report, not the supplier summary.