1 Upload Tableau Export
CSV • InvoiceRef, Client, Development Name, JobType
Drop Tableau CSV here
or click to browse
2 Upload Sage Export
XLSX • Accounts, transactions, dates, amounts
Drop Sage XLSX here
or click to browse
3 Report Date
Select the Wednesday for this week's report
4 Generate Reports
Preparing...
READY
£0
Total Debt
0
Invoices
0
Clients
0
Files
What's Generated
Data Merge
Joins Tableau with Sage on Invoice Reference
Weekly Summary
Executive summary and aging analysis
Client Statements
Individual statements per client
Statutory Calcs
Interest & compensation included