Xero Receipts

Export Receipts into Google Sheets

SECTIONS IN THIS ARTICLE

Design Template
Schedule Automatic Refresh
Modify Template
YouTube Videos

To get Accounting Data from Xero:

  • Go to the menu and select “Extensions” –>
  • Choose “G-Accon for Xero” –>
  • Click on “Get Accounting Data/Reports” –> “Get Data” –> “Get Accounting Data“
  • Select Receipts table

Export Receipts into Google Sheets

#How to design a template for the report?

select the object (table) and the fields to get data
  • Select table
  • Choose needed attributes based on your preferences/needs

Select All or Unselect All attributes for the chosen table.

Expend All Fields the object’s structure to see all underlining attributes or Collapse All Fields.

Change Column Order. During the manual or automated refresh, the order will stay as you defined it.

Dynamic Date Range: The report data will be calculated based on pre-populated values like This Month, This Quarter, This Year, Last Month, etc.

Static Date Range: Define specific start and end dates.

Custom Date Range: Utilize cell references in your Google Sheet to set custom dates.

Change Pull Settings

Change Pull Settings refers to a set of operations that can be executed to modify the parameters of data retrieval.

These operations include:

  1. Create a new Google Sheet: Generate a new spreadsheet within Google Sheets.
  2. Enforce pick list values: Ensure that the values retrieved adhere to a predetermined list.
  3. Create a deep link to Xero: Generate a hyperlink that provides direct access to specific content within Xero.
  4. Freeze Data Table Header: Fix the header row of a data table in place for consistent visibility.
  5. Keep Original Formatting: Preserve the original formatting of the data being pulled.
  6. Retrieve headers: Fetch the headers or column names associated with the data.
  7. Create a Data Table around pulled data: Establish a structured data table based on the retrieved information.
  8. Display Date Range: Specify and showcase a particular range of dates associated with the pulled data.
  9. Ignore Empty Cells in “Filter by IDs”: Disregard any vacant cells within the “Filter by IDs” parameter during the data retrieval process.
  10. Append to the Previous Templates: Add the newly retrieved data to existing templates, ensuring continuity in record-keeping or analysis.
  11. Add Organization Name Column: Integrate a column specifically for company names into the data structure.
  12. Highlight Every Other Rows: Apply a formatting style to alternate rows to improve readability.

Specify the start cell, e.g., A11, and enter the template name in the designated field, such as “Template Name #1.” Click the “Execute” button to initiate the process, populating the report directly into the Google Sheet.

Select the field to filter by

Choosing the filtering fields enables you to filter data based on the selected fields/criteria.

Filter By Field. Only rows that meet the filter criteria will display and other rows will be hidden

Filter By IDs. Conditional filtering involves using object/table IDs to filter data


Order Results By

Order Results By filters allows you to order your result by field in the Descending/Ascending order

#How to schedule automatic data refresh?

To schedule automatic data refresh, follow these steps:

  • Create a workflow by selecting the “Automation” menu option –> “Create Workflow” option.
  • In this workflow, you can set up auto-refresh and notification processes.
  • Automatic workflows allow you to create various workflows, add specific templates, and set different schedules for each workflow.
  • You can also notify customers, clients, and team members with various automatic notifications, all within the same spreadsheet.
  • For more details, refer to the “Create Workflow” documentation here.

#How modify your report and update your template?

During the refresh process, if you need to modify your report, follow these steps:

  • Click on “Extensions” in the menu.
  • Choose “G-Accon for Xero“
  • Select “Edit Templates for Current Sheet“
  • To Refresh and Modify a template there is no need to be signed in into the organization

Select the template, make the necessary changes to it and Update the template or Update and Execute  the new query.