Do you rebuild supplier account statements in Excel after exporting from Xero?
Hi, I’m exploring a small tool that would turn Xero exports into a chronological supplier account statement showing bills, credit notes, individual payments and a running balance.
Before building it, I’d like to understand how people handle this today:
• Which Xero reports or exports do you use?
• What do you still assemble or check manually, and how often?
• Does an existing report or app already solve this for you?
I have a fictional example, not a working Xero integration yet. I’m looking for three bookkeepers or finance staff willing to review the example and explain their current process. This is early product research for something I may eventually charge for.
No purchase, account access or confidential records needed. Please don’t post client data. If this is a recurring task for you and you’d like to help, comment below.