To get accounting report data from Xero you need to be logged in into Xero. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Get Accounting Reports -> Account Transactions.
Select Account Transactions option from the drop down menu. G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. Date range is limited for 365 days.
Select Account Transactions option from the drop down menu. G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. For your convenience, there are repopulated values such as This Month, This Quarter, This Year, Last Month, and so on.
You also can use pop up calendar or load the value from your google spreadsheet cell.
In order to switch to dynamic Data Rage you need to click on the button “Switch to Dynamic Date Range“. You have the ability to set up the Date Range (To and From) dynamically. The template will be calculated based on the selected Date Range.
You have the ability to set up the Date Range (To and From) dynamically. The report data will be calculated based on the selected Date Range.
There are required attributes for Account Transactions report:
- Accounts (required)
- Account Types
- Status (required)
- Column Titles. You can specify the required columns
- Cash Transactions Only (true/false)
- Region Option (required)
You have the ability to select all value, some, or at least one:
Xero provides Optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Display Report Title
- Create Deep Link to Xero
- Display only account codes
- Display only account names
- Keep Original Formatting
- Remove total/summary rows
- Retrieve headers
- Create a data Table around pulled data
- Freeze Data Table Header
- Exclude Auto Refresh
- Display report summaries
- Remove entry diving rows
- Show “Account Type” column
- Highlight Every Other Row
You can also provide the start cell, for instance, A11. And provide the name of the template in Template Name field, for instance, Template #1.
Multi-Currency Converter allows you to view all your reports in multi-currency, convert back to your base currency, and share your reports with your customers, clients, and management.
To execute the process, click on the “Execute” button. The Account Transactions details will be populated on the Google Sheet.
How to schedule automatic refresh?
To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet. See the Automation process for further explanation.
How to modify your report and update your template at the same place?
You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for Xero -> Update/Modify/Delete Templates for Current Sheet
Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.