Standard lines will be written to the Meetings sheet and queued as a Xero draft invoice.
Non-billable lines are recorded but excluded from the client invoice.
Non-standard lines are flagged for manual billing — they appear in the workbook but not in the Xero draft.
Drop your activity spreadsheet
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Drop the activity spreadsheet here
or click to browse — .xlsx only
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Step 2 — Report details
Quick-load
Drop Harsha's xlsx to auto-fill email stats and calling stats.
Add the client name, week number, and recommendation, then generate.