To design the accounting report you need to be logged in into XERO. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Reports Designer -> Design Accounting Reports-> Repeating Invoices.
How to design a template for the report?
Select Repeating Invoices object (table) from the drop down menu. You can select all or some attributes based on your preferences.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which have the entered values in it will be highlighted in the below box.
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
- Enforce pick list values
- Create deep links to Xero
- Freeze Data Table Header
- Retrieve headers
- Keep Original Formatting
- Create a Data Table around pulled data
- Display Date Range
- Exclude Auto Refresh
- Highlight Every Other Row
You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field.
Select the field to filter by. This powerful feature allows to filter data based on your specific criteria.
The data query result can be displayed in certain order. To achieve that you need to use Order Result By option. In Order By field you need to select the attribute and Order Type will give you the Ascending or Descending order options.
To execute the process, click on the
Execute button. The report will be populated in 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 Create Workflow for further information.
How to modify your report and update your template?
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.