To get payroll 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 -> Reports Designer -> Design AU Payroll Reports -> Settings Tracking Categories.
Select Settings Tracking Categories option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.
You also have the ability select or unselect All attributes for the chosen object.
You can also expend the object’s structure to see all underlining attributes or collapse it.
There is another feature – the column order functionality. This functionality allows you to get all your Xero data in column order you have defined in your template(s).
During the manual or automated refresh, the order will stay as you defined it. You also can change the order back to the default settings by using the Change Pull Setting option.
G-Accon for Xero provides optional features that might be useful for your business such as Change Pull Settings, set up different filters by using Select the field to filter by, Order Result by, and Schedule a Refresh. We will cover all these features in more details.
Change Pull Settings this is optional feature that 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
- Keep Original Formatting
- Retrieve headers
- Create a Data Table around pulled data
- Display Date Range
- Exclude Auto Refresh
You can also provide the Start Cell, for instance, A11. This will be the start cell for your report. And provide the name of the template in Template Name field. For example, 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.
To execute the process, click on the “Execute” button. The Settings Tracking Categories details will be populated on 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.
You also have the ability to save your Queries templates in Cloud and reuse them if it is needed. See more details here.