This template is a great example of how you can use Connectorly for Xero and Microsoft Power BI to speed up everyday operational things; in this case quickly finding every Invoice or Bill that matches a word or phrase in the Invoice Reference, Product, Description lines or Customer Name.
Invoice search results are shown instantly and include a link back to Xero, so you can then continue working there.
Test drive this template
You can click on the screen shots below to test drive the template with Demo Company data in Microsoft Power BI online.
Download the template
Click the button below to download the template.
Once downloaded, open the template in Microsoft Power BI Desktop, it will prompt you for the your Connectorly connection details.
Key Tables
This template makes use of Invoices table.