The Scenario
It's 8:40 AM on a Tuesday. Your credit controller sends you a message: the call block starts at nine and she still doesn't have the list. The Chaser export from yesterday has columns in the wrong order, the amounts are formatted as text, and nobody calculated days overdue. She needs the accounts sorted highest exposure first, not alphabetically by customer name, because that's how she runs her morning.
The bad version:
- Export from Chaser, open the CSV in Excel, run a Power Query transform to reformat currency fields so the sort works correctly, delete eight columns you don't need.
- Add a formula column for days overdue — except three of the due dates came through as Excel serial numbers while two others came through as text strings, and the formula breaks on the text rows, so you fix those by hand.
- Sort by amount, share the file, and realize at 9:05 that you pulled SUBMITTED invoices too, not just AUTHORISED, so the totals are wrong.
Your credit controller has been doing this every Tuesday for six weeks. She hasn't complained because she's diplomatic. But she's also started keeping her own private workbook, which means there are now two versions of the same data, diverging quietly.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data, connects to Chaser through its built-in integration, and writes results directly into the cells you're already working in. No export step. No Power Query transform.
Open the workbook your AR team uses for collection calls and send this prompt:
Fetch all invoices from Chaser with an AUTHORISED status and a due date before today, calculate days overdue as today minus due date, sort by amount descending, and write invoice number, customer name, amount, due date, and days overdue into columns A through E. Flag any invoice where days overdue exceeds 60 with 'CRITICAL' in column F.
What You Get
- Column A: Chaser invoice number
- Column B: Customer name as it appears in Chaser
- Column C: Invoice amount in the account currency, formatted as a number
- Column D: Due date as a date value
- Column E: Days overdue as an integer
- Column F: "CRITICAL" for any invoice more than 60 days past due; blank otherwise
- Results sorted with highest amount at row 2, so the first call is the highest-value exposure in the portfolio
What If the Data Is Not Quite Ready
The due dates came through as Excel serial numbers and the sort is wrong
Fetch all AUTHORISED invoices from Chaser past due, convert the due date field to a date value before calculating days overdue, and sort by amount descending — write invoice number, customer name, amount, due date, and days overdue into columns A through E.
I need to group by aging bucket, not just sort by amount
Fetch all overdue AUTHORISED invoices from Chaser, calculate days overdue, and assign each row an aging bucket in column F: '1-30 days', '31-60 days', or '60+ days' — then sort by bucket (60+ first) and amount descending within each bucket.
The workbook has a customer whitelist in column H and I only want those accounts
Fetch all AUTHORISED overdue invoices from Chaser, but only include rows where the customer name matches one of the values in column H of this workbook — write the filtered results into columns A through F sorted by amount descending.
I need the ranked list, a summary by aging bucket, and the top-5 critical accounts flagged, all in one pass
Fetch all AUTHORISED overdue invoices from Chaser, calculate days overdue, write the full ranked list into columns A through F sorted by amount descending, write a summary table by aging bucket into columns H through I, and write the five highest-amount invoices over 60 days overdue into columns K through L with 'PRIORITY CALL' in column M.
The pattern with Chaser data: ask for the filtering, the calculation, and the formatting all at once — you don't have to clean first and sort after.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook your AR team uses for weekly collection calls, then ask it to pull your overdue AUTHORISED invoices from Chaser ranked by amount. For related reading, see how to bulk create customers and invoices or audit your customer contacts using SheetXAI with Chaser.