Profit And Loss Turnover

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 Turnover.

Select Profit And Loss Turnover 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.

This image has an empty alt attribute; its file name is image-356.png
Report Page

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.

This image has an empty alt attribute; its file name is image-358.png
Dynamic Date Range

You also have the ability to set up the Date Range (To and From) statically. The report data will be calculated based on the selected Date Range.

This image has an empty alt attribute; its file name is image-359.png
Static Date Range

There are required and optional attributes for Profit And Loss Turnover report:

  1. Accounts (account names)
  2. Cash Transactions Only (true/false)
  3. To Compare with ( from 1 to 24) previous periods
  4. Sort Previous Periods (Ascending/Descending)
  5. Region Options (regions)
Accounts (account names)
Cash Transactions Only (true/false)

To Compare with ( from 1 to 24) previous periods
Sort Previous Periods (Ascending/Descending)

You have the ability to select all value, some, or at least one:

Region Options (regions)

Xero provides Optional features that might be useful for your business.

Pull Settings

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. Keep Original Formatting
  6. Retrieve headers
  7. Create a data Table around pulled data
  8. Freeze Data Table Header
  9. 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.

Schedule a Refresh

To execute the process, click on the “Execute” button. The Profit And Loss Turnover details will be populated on the Google Sheet.

Report Sheet