We are thrilled to announce a powerful new feature in BrizoSystem—Invoice Retrieval from Xero and QuickBooks. With this enhancement, users can now drill down from reports to view invoice-level details, providing unparalleled clarity and precision in financial analysis.

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Why This Feature Matters

When analyzing financial reports, knowing the source of the numbers is critical. This feature bridges the gap between high-level financial summaries and the granular details behind them, empowering users to:

• Validate report data by directly accessing invoice information.
• Identify trends and anomalies at the transaction level.
• Improve decision-making with more detailed and actionable insights.

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How It Works

1. Integration with Xero and QuickBooks
   BrizoSystem seamlessly retrieves invoices from your Xero or QuickBooks account. This ensures that all financial data in your reports is accurate and up-to-date.
2. Drill-Down Capability
   Users can click on a value in any supported report and instantly access the corresponding invoices. For example:
   • Drill down on revenue to see sales invoices.
3. View Invoice Details
   Once drilled down, users can see itemized invoice details, including:
   • Invoice number
   • Date
   • Customer or vendor name
   • Description of items
   • Quantities and amounts

Benefits of the Invoice Drill-Down Feature

• Enhanced Transparency: Understand exactly how each number in your financial reports is calculated.
• Time Savings: No need to switch between BrizoSystem and Xero/QuickBooks to trace transactions—everything is accessible in one place.
• Error Detection: Quickly identify discrepancies or anomalies by reviewing invoice details.
• Better Collaboration: Share insights with your team, ensuring alignment and accountability.

Take Financial Analysis to the Next Level

This new feature transforms BrizoSystem into an even more powerful tool for financial reporting. By combining high-level insights with invoice-level details, you’ll gain deeper understanding and confidence in your numbers.

Ready to explore? Connect your Xero or QuickBooks account today and start uncovering the story behind your reports!