Budget Summary

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 -> Budget Summary.

Select Budget Summary option from the drop down menu.

There are required and optional attributes for Budget Summary report:

  1. Date (optional) (Date format should be DD MMM, YYYY)
  2. Period (optional) ( from 1 to 12)
  3. Timeframe (optional) (month, quarter, year)
  4. Sort Previous Periods (Ascending/Descending)
  5. Accounts
  6. Account Types
  7. Report Layout (Traditional/Historical)

You have the ability to select all value, some, or at least one:

Dynamic Date
Accounts
Account Types

Xero provides Optional features that might be useful for your business.

Change Pull Settings allows you to perform the following operations:

  1. Create a new Google Sheet
  2. Display Report Title
  3. Create Deep Link to Xero
  4. Display only account codes
  5. Display only account names
  6. Keep Original Formatting
  7. Remove total/summary rows
  8. Retrieve headers
  9. Create a data Table around pulled data
  10. Freeze Data Table Header
  11. Exclude Auto Refresh
  12. Display report summaries
  13. Remove entry diving rows
  14. Show “Account Type” column.

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.

To execute the process, click on the “Execute” button. The Budget Summary 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.