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 -> Profit And Loss.
Select Profit And Loss 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.
You also have the ability to set up the Static Date Range (To and From):
There are required attributes for Profit And Loss report that must be selected.
- Cash Transaction Only (true/false)
- To Compare with ( from 1 to 24) previous periods
- Sort Previous Periods (descending/ascending)
- Report Layout (Traditional/Historical)
- Region Options (regions)
You can select all values, some, or at least one for Accounts, Cash Transaction Only, To Compare with previous periods, Sort Previous Periods, Report Layout, and Region Options. These are required fields to generate Profit and Loss report.
G-Accon for 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 from Auto Refresh
- Display report summaries
You can also provide the start cell, for instance, A1. 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.
Multi-Currency Converter allows you to generate your report in different currency. New currency needs to be first set up in your Xero account (You organization account–>Settings–>Currencies). New currency should be added thru the Add Currency button.
In the option #4 you need to specify the conversion rate. You can do it in option 4 itself or within your spreadsheet.
To generate the report, click on the “Execute” button. The Profit And Loss report will be generated in Google Sheet.