To get payroll 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 UK Payroll Data -> Payment Methods.
Select Payment Methods option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.
You also have the ability select or unselect All attributes for the chosen object.
You can also expend the object’s structure to see all underlining attributes or collapse it.
G-Accon for Xero provides optional features that might be useful for your business such as Change Pull Settings, set up different filters by using Select the field to filter by, Order Result by, and Schedule a Refresh. We will cover all these features in more details.
Change Pull Settings this is optional feature that allows you to perform the following operations:
- Create a new Google Sheet
- Enforce pick list values
- Create deep links to Xero
- Freeze Data Table Header
- Keep Original Formatting
- Retrieve headers
- Create a Data Table around pulled data
- Display Date Range
- Exclude Auto Refresh
You can also provide the Start Cell, for instance, A11. This will be the start cell for your report. And provide the name of the template in Template Name field. For example, Template #1.
Next option is Select the field to filter by. This powerful feature allows you to filter data based on your specific criteria. If you select Filter by Field the following drop down values will be available to filter your report:
The data query result can be displayed in certain order. To achieve that you need to use Order Result By option. In Order By field you need to select the attribute and Order Type will give you the Ascending or Descending order options.
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 Payment Methods details will be populated on the Google Sheet.
In order to modify your template you need to select Update/Modify/Delete Templates for Current Sheet menu option from the menu Add-ons -> G-Accon for Xero:
Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.