1 Upload Tableau Export (CSV)
Contains: InvoiceRef, Client, Development Name, JobType
Drop Tableau CSV here
or click to browse
2 Upload Sage Export (XLSX)
Contains: Customer accounts, transactions, dates, amounts
Drop Sage XLSX here
or click to browse
3 Report Date
Select the Wednesday date for this week's report
4 Generate Reports
Preparing...
£0
Total Debt
0
Invoices
0
Client Files
0
Total Files
What's Generated
Data Merge
Joins Tableau (site/job info) with Sage (financial data) on Invoice Reference
Weekly Summary Report
Executive summary, client breakdown, and aging analysis
Client Statements
Individual statements with Site, Job Type, and statutory calculations
Statutory Compliance
Interest at 12% p.a. and compensation per Late Payment Act 1998