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 -> Cash Summary.
Select Cash Summary 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.
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 and optional attributes for Cash Summary report:
- Accounts
- To Compare with ( from 1 to 12) previous periods
- Sort Previous Periods (Ascending/Descending)
- Include Sales Taxes (FALSE/TRUE)
- Report Layout (Traditional,
- Region Options (regions)
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
- Keep Original Formatting
- Retrieve headers
- Create a data Table around pulled data
- Freeze Data Table Header
- Exclude Auto Refresh
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 schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.
To execute the process, click on the “Execute” button. The Cash Summary details will be populated on the Google Sheet.
