The Scenario
It's the last working day of March. The quarterly accounts close starts tomorrow morning and your bookkeeper needs every Q1 invoice from Rentman — invoice number, client name, net amount, VAT amount, and payment status — in Excel before 9 AM.
You have 140 invoices across the quarter. Rentman holds all of them. The close cannot wait.
The bad version:
- Filter invoices in Rentman to January through March, export the CSV
- Open it in Sheets and discover the VAT column is a calculated percentage, not the VAT amount — the bookkeeper needs the actual figure
- Export a second report from a different Rentman view to get the line-level tax figures, then merge the two by invoice number
It's 6:30 PM. The merge has a VLOOKUP error on 12 rows and you don't know why yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It connects to Rentman and can pull the full Q1 invoice list — with the exact fields your bookkeeper needs — into the sheet in one operation.
Get all Rentman invoices from January through March 2025 and write invoice number, contact name, net amount, VAT amount, and payment status into columns A through E starting at row 2
What You Get
- Column A: invoice number (Rentman's internal ID)
- Column B: client or contact name
- Column C: net amount as a numeric value
- Column D: VAT amount as a numeric value (not percentage)
- Column E: payment status (paid, unpaid, partial)
- Filtered to the Q1 date range only
- Sorted by invoice date ascending for the accounts journal review
What If the Data Is Not Quite Ready
You need invoice date added for the journal entry sequence
Fetch all Rentman invoices from January through March 2025 and write invoice number, contact name, invoice date, net amount, VAT amount, and payment status into columns A through F
Only unpaid invoices need to go to the bookkeeper — filter to those
Get all unpaid Rentman invoices from Q1 2025 and write invoice number, contact name, net amount, VAT amount, and days overdue into columns A through E
Some invoice contacts are company names and some are individual names — standardize the format
Pull all Q1 2025 Rentman invoices, normalize contact names to title case, and write invoice number, normalized contact name, net amount, and payment status into columns A through D
Full close kill chain: pull all Q1 invoices, flag unpaid ones over 60 days as OVERDUE, add a total row at the bottom
Get all Rentman invoices from January through March 2025, write invoice number, contact name, net amount, VAT amount, and payment status into columns A through E, mark any unpaid invoice older than 60 days as OVERDUE in column F, then add a SUM row below the last invoice for columns C and D
The bookkeeper gets the file before the 9 AM start. No late-night VLOOKUP debugging.
Try It
Get the 7-day free trial of SheetXAI and open the quarterly accounts sheet — then ask it to pull the Rentman invoice data for the period you need. If your review also needs invoice line-item detail, the line items spoke covers that breakdown.