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Payments Table

Payment records from Xero with date filtering. View payment dates, amounts, bank accounts, and related invoices.

Parameters

Date Range (Required)

Filter payments by date. Use Smart presets, Cell references, or Fixed dates.

Output Columns

ColumnDescription
DatePayment date
AmountPayment amount
CurrencyRateExchange rate
ReferencePayment reference
StatusPayment status
PaymentTypeType of payment
IsReconciledWhether reconciled
InvoiceRelated invoice number
AccountBank account used
BankAmountAmount in bank currency
PaymentIDXero unique identifier

Tips

  • Use IsReconciled to find unreconciled payments
  • Link to Invoices table using the Invoice column
  • Check BankAmount for multi-currency reconciliation

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