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 -> Quotes Pivot Table.
Select Quotes Pivot Table 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. For better performance, Date range is should be limited to365 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.
Static Date range is available as well.
There are required attributes for Quotes Pivot Table report:
- To Compare with 1-24 previous periods
- Quotes Status (Draft, Sent, Declined, Accepted, and Invoiced)
- Sort Previous Periods (Ascending/Descending order)
- Region Options (regions)
You have the ability to select all value, some, or at least one:
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 Auto Refresh
- Remove Total/Summary rows
- Display report summaries
- Remove empty dividing rows
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.
In order to generate report in different currency you need to choose Multi-Currency Converter – Option #4. For more details, see Multi-Currency Converter details.
You should be able to specify the currency that had been setup in your Xero account and rate. In the below example the Balance Sheet will be converted from NZD to EUR at the rate 1NZD- 1.4633EUR.
To execute the query, click on the “Execute” button. The Quotes Pivot Table report will be calculated in euro and presented in 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.