Shared workspace
Data is stored on the server for this workspace. Everyone signed in sees the same figures — no files to pass around.
Signed in as
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Workspace
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Last published
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Auto refresh
Every 60s
Connecting to the shared workspace…
1. Bring in your exports
Upload iFirm, Xero and Collections Excel exports. You can upload multiple files per source (e.g. one per entity or per month) — new rows are added to what's already loaded.
iFirm export
Entity, Client, Invoice #, Invoice/Due Date, Amount, Balance, Status
No file loaded yet
Xero export
Entity, Contact, Invoice #, Invoice Date, Amount, Amount Paid/Due, Status
No file loaded yet
Collections export
Entity, Client, Receipt #, Collection Date, Collection Amount
No file loaded yet
Column headers are matched flexibly (e.g. "Invoice No.", "Inv #" and "Invoice Number" all map correctly). If a column can't be matched, it's listed below so you can check your export.
iFirm OData Live Sync
Not connectedSyncs the fixed InvoiceSummary dataset through the same Cloudflare relay. Feed discovery is disabled.
Uses /api/ifirm/invoicesummary.
Xero Live Sync
Not connectedPull AR invoices straight from Xero instead of (or alongside) the manual Xero export above. Requires a one-time setup — see the setup guide that came with this file. Tokens are kept in this tab's memory only and are cleared when you close it, so you'll reconnect each time you open the dashboard.
2. Set entity currencies
0 entities detectedCurrency is taken from Xero where available. Manual selections only change labels; amounts are not converted between currencies.
| Entity | Currency |
|---|---|
| Upload data to detect entities | |
3. Loaded so far
iFirm invoice rows
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Xero invoice rows
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Collection receipts
0
Entities detected
0
Total AR outstanding (Xero)
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Total collections from Xero
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Overdue AR
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Collection rate
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Top 10 debtors
By outstanding balance| Client | Entity | Outstanding |
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Top 10 collection clients
By Xero paid amount| Client | Collected |
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Aging buckets
Outstanding by entity
Live outstanding balances come from Xero AmountDue. iFirm InvoiceSummary is used for billing and reconciliation.
Outstanding invoices
0 invoices| Entity | Client | Invoice # | Invoice date | Due date | Amount | Balance | Aging | Status |
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Total collected
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Payment records
0
Paying clients
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Average payment
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Collections trend
Based on Xero payment records. Xero payment dates are used when available. If Xero provides cumulative AmountPaid without a payment date, the invoice date is shown as a clearly identified proxy.
Collections detail from Xero paid amounts
0 receipts| Period | Entity | Client | Payment / Invoice ref | Date | Amount |
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0
🟢 Matched
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🟡 Possible issue
0
🔴 Reconciliation required
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Duplicate invoices flagged
iFirm vs Xero, invoice by invoice
| Status | Entity | Invoice # | Client / Contact | iFirm amount | Xero amount | Amt variance | iFirm paid | Xero paid | Collection variance | Notes | Action |
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Manual reconciliation exceptions
Document valid exceptions such as intercompany billing recorded only in Xero.
| Invoice # | Entity | Client | Category | Amount | Explanation |
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Generate statement
Select one or multiple related clients for a consolidated group SOA.
Preview
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Choose one or more clients and entities, then generate.AR Aging report
Every Xero invoice with AmountDue greater than zero, with its aging bucket and active entity/currency filters.
Collection listing
Xero payment records and paid amounts, respecting the entity/currency filters above.
Client ledger
Chronological invoices and receipts for one client.
Reconciliation report
Full iFirm vs Xero comparison with status and variances.
Consolidated SOA
Uses the statement currently generated on the Statement of Account page.
Xero invoice import CSV generator
Creates a review-ready CSV from iFirm invoices using the same columns as your Xero template.
Review account code, tax treatment, item code, contact names, invoice dates and duplicates before uploading the CSV to Xero.
| Contact | Invoice # | Invoice date | Due date | Unit amount | Status |
|---|---|---|---|---|---|
| Select configuration and preview. | |||||
Report Template Center
Reusable SOA and reporting presentation settings| Template | Document Title | Footer |
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Entity Data Center
Banking, GST, PayNow and payment instructions| Entity | GST | Bank | Account | PayNow | QR |
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Revenue Monitoring
iFirm billing compared with Xero invoicesiFirm Revenue
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Xero Revenue
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Variance
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Variance %
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Choose Monthly or YTD, then enter dates manually in DD/MM/YYYY format.
Revenue by Entity
| Entity | iFirm | Xero | Variance |
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Revenue by Month
| Month | iFirm | Xero | Variance |
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Planned AI features
Not built yet — flagged here so the data model is ready to extend once there's enough collection history to train against.
PLANNED
Predicted collection dates
Estimate when an open invoice is likely to be paid, based on that client's collection history.
PLANNED
Overdue prediction
Flag invoices likely to go overdue before their due date arrives.
PLANNED
Collection risk score
Score each client on likelihood and speed of payment.
PLANNED
Automated reminders
Draft or schedule reminder emails for invoices approaching or past due.
PLANNED
Cash flow forecast
Project expected cash inflows across entities from open AR and payment patterns.