The Scenario
It is 8:40 AM. The finance manager has an AR review call at 9. She needs every open MOCO invoice — client, amount, due date, invoice number — so she can walk the team through which accounts need follow-up and in what order.
She has 35 open invoices in MOCO. The workbook on her screen is blank.
The bad version:
- Open MOCO Invoices, filter by status Open, start writing values into the workbook by hand — client from one field, invoice number from another, due date from a third.
- Realize MOCO's default sort is by invoice number, not due date — resort mentally while transcribing.
- Get to the call seven minutes late with data that is technically correct but assembled under visible pressure.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and uses its built-in MOCO integration to pull open invoice data in one shot, sorted and labeled how you need it.
List all open MOCO invoices and add invoice number, client name, total amount, due date, and status to the AR worksheet, sorted by due date ascending
What You Get
- Every open MOCO invoice appears in the AR worksheet, one row per invoice.
- Columns: invoice number, client name, total amount (in the invoice currency), due date, and current status.
- Sorted by due date ascending so the most overdue invoices appear at the top.
- Live data from MOCO — not a cached export.
What If the Data Is Not Quite Ready
I also need partially paid invoices, not just fully open ones
List all MOCO invoices with status Open or Partial and write invoice number, client name, total amount, amount paid, outstanding balance, and due date to the AR worksheet, sorted by outstanding balance descending
I want to flag invoices more than 30 days overdue
Pull all open MOCO invoices, write them to the AR worksheet, and add a column marking any invoice where today's date is more than 30 days past the due date as Overdue
I need a breakdown by client to see which accounts have the most exposure
List all open MOCO invoices grouped by client, with a subtotal of outstanding amount per client, sorted by total outstanding descending — write to the AR worksheet
Pull open invoices, flag overdue ones, and draft a follow-up call priority list in one shot
Pull all open MOCO invoices, add a Days Overdue column, flag anything over 30 days, sort by days overdue descending, and add a Priority column ranking the top 5 accounts for follow-up — write to the AR worksheet
The call starts on time. Nobody hand-keyed a single number.
Try It
Get the 7-day free trial of SheetXAI and open your AR tracking workbook, then ask it to pull all open MOCO invoices sorted by due date. See also the spoke on bulk-recording invoice payments when the money arrives.