To get accounts 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 -> Reports Designer -> Design Accounting Reports -> Payments.
Select Payments 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.
Another powerful feature G-Accon for Xero provides is the ability to set up the Date Range for your data manually or you can refresh your data dynamically:
Data Range (To and From) will be dynamically calculated based on the selected Date Range.
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
- Enforce pick list values
- Create deep links to Xero
- Freeze Data Table Header
- Retrieve headers
- Keep Original Formatting
- Create a Data Table around pulled data
- Display Date Range
- Exclude Auto Refresh
- Highlight Every Other Row
You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field.
Select the field to filter by. This powerful feature allows to filter data based on your specific criteria. For example, if the field “status” is selected, you have the ability to select the value from the drop down box below and click on “+“. If AUTHORISED option is chosen, the system will pull all authorized payments.
In another example, you can concatenate multiple conditions such as the field “status = AUTHORISED ” and “paymentType = ACCRECPAYMENT”. You also can specify ‘OR’ or ‘AND’ condition based on your specific business rules. As a result system will pull all account receivable authorised payments.
These are other drop down options in Select the field to filter by:
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 Payments 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.