Quotes Summary

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 -> Standard Reports -> Quotes Summary.

Select Quotes Summary 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 to 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.

Dynamic Date Range

Static Date range is available as well.

Static Date Range

There are required attributes for Quotes Summary report:

  1. Quotes Status (Draft, Sent, Declined, Accepted, and Invoiced)
  2. Region Options (regions)

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

Quotes Status
Region Options

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 query, click on the “Execute” button. The Quotes Summary report will be calculated in euro and presented in the Google Sheet.

Executed Quotes Summary

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.

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.

Update/Modify/ Delete Templates for Current Sheet

Updated Quotes Summary