POSTTRANS FOR XERO

A starting point.
Made for your workflow.

Explore the Excel templates included with PostTrans.
Use an example as it is, or make it your own.

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YOUR TEMPLATE LIBRARY

Find your next time-saver.

Seven workbooks. Examples for everyday records and transactions.

01 EXCEL · XLSX

Static data

Extract and edit your accounts, contacts and product items.

Download workbook xeroStatic.xlsx

Inside this workbook

Chart of Accounts Sheet: Accounts
Contacts (Customer and Suppliers) Sheet: Contact
Product Items Sheet: Product Items

02 EXCEL · XLSX

Nominal journals

Prepare single journals, contra lines or batches in Excel.

Download workbook xeroNOM.xlsx

Inside this workbook

Single Nominal Journal Sheet: NOM Single
Single Nominal Journal with Contra Line Sheet: NOM Contra
Multiple Nominal Journals Sheet: NOM Multiple
Multiple Nominal Journals to Multiple Companies Sheet: NOM Multiple Comp

03 EXCEL · XLSX

Single transactions

Start with a simple transaction or build your own order pad.

Download workbook xeroSingleTrans.xlsx

Inside this workbook

Single Transaction Sheet: Single Simple
OrderPad with Price Bands Sheet: OrderPad with Price Bands
OrderPad Sheet: OrderPad

04 EXCEL · XLSX

Multiple transactions

Work with tax, payments and multiple companies in one workbook.

Download workbook xeroTransMultiple.xlsx

Inside this workbook

Inc of Tax with Pay and creates/updates Contacts Sheet: Trans Inc Payment
Exclusive of Tax Sheet: Trans Many TAX
Transactions to Multiple Companies Sheet: Trans Many Company

05 EXCEL · XLSX

Transactions from a file

Import transactions, payments, product items and contacts from a file.

Download workbook xeroTransMultipleFromFile.xlsx

Inside this workbook

Inc of Tax with Pay, Product Item and creates/updates Contacts from file Sheet: Trans from File

06 EXCEL · XLSX

Blank import template

A clean starting point for your own file import.

Download workbook xeroTransMultipleFromFileBlank.xlsx

Inside this workbook

Import Transactions from File BLANK TEMPLATE Sheet: Trans from File

07 EXCEL · XLSX

Sales receipts & payments

Import receipts and payments, then match them to invoices.

Download workbook xeroTransReceipts.xlsx

Inside this workbook

Import and Match Sales Receipts/Payments Sheet: MANUAL
Import and Match Sales Receipts/Payments from CSV file Sheet: From File

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