JournalFlow · Reports from Business Systems

Stop re-entering the same business reports into Xero.

JournalFlow can use recurring reports from the systems you already rely on to create the Xero entries you need.

Show us a report

Start with the report you already use.

These examples show three different types of recurring work JournalFlow can already demonstrate. They are examples, not the limit of the business reports JournalFlow can be set up to handle.

Point-of-Sale (POS) & Daily Sales

See a Squirrel POS-style sample based on the structure of a real Gross Transactions Report (CR 120), creating the Invoice, Credit Note and Payments needed to settle the day in Xero.

See the POS / daily sales example

Inventory / Cost of Goods Sold (COGS)

See an Optimum Control-style COGS sample based on a Sales Mix - Category Summary report, combining related files into one balanced Xero manual journal.

See the COGS example

Hotel / Property Management System (PMS)

See an Opera PMS-style hotel sample based on the structure of a real Trial Balance report, creating related Xero records with agreed accounts, tracking and settlement.

See the Hotel / PMS example

No need to find and send the same report every day.

If a business system already emails a recurring report, it can be sent directly to JournalFlow as part of the setup.

  • Keep using the scheduled report your business system already produces
  • Send the recurring report directly to JournalFlow by email
  • Receive a Processing Receipt showing what happened

Show Swift the business report you enter into Xero.

Send a recent example and, if you have one, the Xero result you create from it today. That is enough to see whether it fits JournalFlow.

Discuss the report