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Combining Invoices & Bills (Merge Workflow)
When you export both Invoices and Bills tables, you can combine them into a single consolidated view for cash flow analysis or combined transaction reports.
How to Combine
- Insert an Invoices table and a Bills table for the same date range. Select the same columns in the same order in both tables; leave SentToContact unticked in Invoices because Bills has no matching column. Each lives on its own sheet (the default).
- On a third sheet, combine them with a formula like
=VSTACK(XO_Invoices, XO_Bills)(substitute the actual XO table names from your sheets). The combined view updates whenever either source table refreshes. - Filter or sort by the Type column to tell sales from purchases.
Don't copy-paste one table below the other. The copy loses its connection to Xero and can no longer refresh, and stacking tables on one sheet can make refresh fail when the top table grows into the one below. See Where to put XO tables.
Type Values
| Type value | Meaning |
|---|---|
| ACCREC | Sales Invoice (Accounts Receivable) |
| ACCPAY | Purchase Bill (Accounts Payable) |
| ACCRECCREDIT | Sales Credit Note |
| ACCPAYCREDIT | Purchase Credit Note |
Filter or sort by Type to view all transactions together.