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Email your accountant last month's paid Xero invoices
On the 1st, emails your accountant a spreadsheet of the invoices paid last month in Xero.
Every month on the 1st at 08:002 apps2 steps
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1XeroList invoicesFinds the invoices paid in full last month.
- 2GmailSendEmails it to your accountant.
How it works
What happens on each run, in plain English.
Month-end goes smoother when the accountant has the paid invoices without asking. On the 1st, this collects everything paid in full last month in Xero and emails it as a spreadsheet.
xerogmailmonthly
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