Profit And Loss Original

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 Original.

Select Profit And Loss Original 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 optional attributes for Profit And Loss Original  report:

Tracking Category.
If you specify the trackingCategoryID parameter in this drop down option, Profit and Loss Report will show values for each option in this category as separate columns.
See the Profit and Loss Report topic in Xero to learn more about Tracking Category behavior when filtering by a tracking category.

Tracking Option.
If you specify tracking option in addition to the trackingCategoryID then only one option will be returned (i.e. 1 column only)

Tracking Category II.
If you specify a second trackingCategoryID parameter then the Profit and Loss Report will show values for each combination of options from the two categories as separate columns.
See the Profit and Loss Report in Xero to learn more about this behavior when filtering by two tracking categories.

Tracking Option II.
If you specify this parameter in addition to a second trackingCategoryID, the only one option will be returned. This option will be combined with the option(s) from the first tracking category.
See the Profit and Loss Report in Xero to learn more about this behavior when filtering by two tracking options.

Standard Layout (true/false). If Standard Layout parameter set up to “true” then no custom report layouts will be applied

Payments Only (true/false). If Payments Only parameter set up to “true”, report will show cash transactions only

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 Profit And Loss Original 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.