DataDear allows you to automate your work by connecting your client data in Xero to an Excel spreadsheet. There are various ways how DataDear can help your business or accounting firm. This can be used for reporting with data easily refreshed directly from Xero (better than export) whenever required across different organisations. Start by using raw data and build your own reports or from sample management reports provided by DataDear.
Avoid upload limits and messy CSVs by using DataDear to create, edit or archive accounting entries in bulk (much better than import) manual journals, purchase orders, bank transactions, timesheets, tracking categories, chart of accounts, contacts, items, bank transfers,employees, bills and invoices directly from Excel.
Data Copy - Take a copy of your data (backup) for peace of mind or before you cancel a subscription. Download an offline backup / copy of your full audit trail including attachments to your source documents and reference data.
DataDear is a great tool to help prepare and generating consolidated reports for groups. With direct access to consolidated profit and loss, balance sheet, trial balance and even access to group wide aged payables and receivables. It also handles the currency conversions for you.
DataDear + Xero
DataDear integrates with Xero accounting and can provide all data tables and reports provided from Xero directly from Excel for all your companies & organizations. This data can then be shared with other users and clients. DataDear also provides a variety of other reports and sample workbooks which can help you better understand how DataDear can be used for reporting and for managing data in bulk. DataDear can also be used to configure and migrate a newly created Xero organisation with the dedicated conversion and migration workbooks.
To get started with DataDear, there are 3 easy steps to following:
1) Create a free 30-day trial account with DataDear
2) Download & install the DataDear Excel add-in toolbar
3) Add a Xero organization or WorkflowMax. Also connects to Payroll and to Xero Projects.
Open Excel, login to DataDear and start automating your finance team. You may download data tables, reports or choose a template from the Templates Library.