Xero is an incredible tool for your global business because it supports over 160 currencies. This feature can be used to accept payments, receive bills, and send invoices, quotes, and purchase orders. G-Accon for Xero has gone one step further and even offers currency conversions for all of your reports in as easy as ONE CLICK.
You can change the global settings by going to your Xero account, selecting Settings, and choosing Currencies. Then you have the option to add the desired currency to your organization.
All G-Accon for Xero generated reports now have the ability to be displayed in your chosen currency. Your real-time updated reports will be automatically updated in your selected currency without any additional action required.
Furthermore, this feature allows your business exact conversions between various currencies. Gone are issues with complicated reconciliations and exchange rate guesswork with foreign currency. With G-Accon, you can just choose which currency you want reports in, and they will automatically be revalued using the latest currency conversions and exchange rates.
As G-Accon for Xero grows globally, we are constantly looking to enhance our application and add on tools. As more and more small businesses engage in the global market place, the need for this multi-currency functionality and reporting in accounting software has become of utmost priority.
Our latest reporting enhancement makes it even easier to view all your reports in multi-currency, convert back to your base currency, and share your reports with your customers, clients, and management.
In order to generate report in different currency 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 -> Select an accounting report and choose Option #4 (Multi-Currency Converter).
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 Balance Sheet financial report will be calculated in euro and presented in the Google Sheet.
We are constantly improving our system and invite you to take full advantage of all the benefits of the premium edition of G-Accon for Xero which includes:
This gives you a truly seamless experience as you grow your international business with G-Accon for Xero.
Introducing Transaction Detail by Account Report
We have received a lot of requests to develop Transaction Detail by Account for our QuickBooks users. Here we go! We briefly cover report's features here and to view more details, please visit our User Guides at https://origin.algebra.rocks/wiki/transaction-detail-by-account/
How to pull this report?
To get the accounting report data from QuickBooks you need to be logged in into QuickBooks. Then you need to select from the menu Add-ons -> G-Accon for QuickBooks -> Get Accounting Reports -> Transaction Detail by Account.
Next step is to select Transaction Detail by Account report from the drop down menu.
How to select filters?
G-Accon for QuickBooks provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. There are required and optional attributes for Transaction Detail by Account report such as Accounting Method, Accounts, Classes, Transaction Types, Vendor, and Customer.
G-Accon for QuickBooks provides Optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field, for instance, Template #1.
How to schedule report automation?
To schedule Auto Refresh, you can use option Schedule a Refresh. It's important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.
How to execute the report?
To execute the queries you need to click on the “Execute” button. The Transaction Detail by Account will be populated in the Google Sheet.
[New Features]
Dynamic Report Date
For your convenience, we have introduced the Dynamic Report Date as default values in all QuickBooks reports. When you create a template using the Dynamic Report Date option, the system will automatically recalculate the date for you.
For example, you can select "Today" as a value in Dynamic Report Date in the Aged Payable Detail Report and set up the automatic daily schedule. The report will show Today's date for today's execution and tomorrow it will show the next day, and so on.
You also still have the ability to set up Report Date statically. In this case report will show September 17, 2019 every time it runs.
Classes and Location
When you pull raw financial data through the Get Accounting Data options we have enhanced the following objects by adding Classes and Location attributes. The objects which have these attributes are Bills, Bill Payments, Credit Memos, Deposits, Estimates, Invoices, Journal Entries, Payments, Purchases, Purchase Orders, Refund Receipts, Sales Receipts, Time Activities, and Vendor Credits
Below you can see the examples for Credit Memos and Journal Entries objects and pulled reports.
Credit Memos
Journal Entries
Based on numerous requests G-Accon recently released Income By Contacts and Statement Of Cash Flows Reports. We will just briefly cover report's features here and to view more details, please, visit our User Guides at https://origin.algebra.rocks/wiki/xero/
How to pull these reports?
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 -> Income by Contacts or Statement Of Cash Flows
Next step is to select Income by Contacts or Statement Of Cash Flows option from the drop down menu.
How to select filters?
G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. Date range is limited for 365 days. The report data will be calculated based on the selected Date Range.
Income by Contacts also have required and optional attributes such as To Compare with, Sort Previous Periods, Contact Group, and Region Options. Statement Of Cash Flows offers Accounts, Compare with, Sort Previous Periods, Include Sales Taxes, and Region Options attributes.
G-Accon for Xero also provides Optional features that might be useful for your business for both reports.
You have the ability to choose the start cell, for instance, A11 and the name of the template in Template Name field, for instance, Template #1.
How to schedule report automation?
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.
How to execute reports?
To execute the queries you need to click on the “Execute” button. The Income by Contacts and the Statement Of Cash Flows details will be populated in the Google Sheet. There are some sample of these reports after their execution.
Aged Payable Details, Aged Payable Summary, Aged Receivable Summary, Aged Receivable Details reports now have the ability to execute report for the selected contact groups.
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 -> and then choose the report from drop down menu option. For example, you have chosen Aged Payable Details report:
After you load Aged Payable Details report you have the ability to select the required and optional filters. One of the optional filter is Contact Group. In the example below the "Training" group has been selected.
To execute the report, click on the “Execute” button. The Aged Payable Details report details will be populated in the Google Sheet.
The same optional field you will have in Aged Payable Summary, Aged Receivable Summary, and Aged Receivable Details reports.
New column 'Contact Name' has been added to the Account Transactions report
In order to generate Account Transaction report 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 ->Account Transactions. You can filter your report by Date Range, specific Account, Cash Transactions, and Regions. To execute the report, click on the “Execute” button. The Account Transactions report details will be populated in the Google Sheet.
Cash Summary and Balance Sheet reports now can be viewed in the Historical format.
Use historical layout to connect your spreadsheets with Google Data Studio, Tableau or other BI software. You can read our blog post on how to create real-time Xero dashboards by connecting your G-Accon spreadsheets with Tableau:
https://blog.accon.services/2019/08/28/xero-and-quickbooks-reporting-in-tableau-using-g-accon/
Let's check how to pull Cash Summary and Balance Sheet reports. In order to generate Cash Summary or Balance Sheet report 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 ->Cash Summary or Balance Sheet. You can select required or optional the filters such as Date Range, Accounts, To Compare with, Sort Previous Periods, Include VAT (for UK only), Regions, and Report Layout. Report Layout now has two options: Traditional and Historical layouts. To execute the report, click on the “Execute” button. The Cash Summary or Balance Sheet report details will be populated in the Google Sheet in Historical Layout.
Here is the Balance Sheet report in Historical Layout also.
G-Accon recently released Aged Payables Summary and Aged Receivables Summary Reports.
How to generate reports?
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 -> Aged Payables Summary or Aged Receivables Summary.
If you select Aged Payables Summary option from the drop down menu, you will see the following template loaded.
There are required and optional attributes for Aged Payables Summary report:
You have the ability to select all value, some, or at least one:
There are Optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
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.
How to automate data refresh?
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.
How to execute reports?
To execute the process, click on the “Execute” button.
The Aged Payables Summary details will be populated on the Google Sheet.
See the example of the Aged Payables Summary report:
If you select Aged Receivables Summary option from the drop down menu, you will see the following template:
There are also required and optional attributes forAged Receivables Summary report:
You have the ability to select all value, some, or at least one:
There are also Optional features that might be useful for your business and/or you can schedule the auto Refresh.
To execute the process, you need to click on the “Execute” button.
The Aged Receivables Summary details will be populated on the Google Sheet.
Check out our new documentation site for more details:
Dear friends, it's been a while since the previous post. We are really busy, working on many new exciting improvements. We hope to announce them soon.
But today, we want to share with you the great news from the HubSpot Inbound 2019 event. HubSpot has announced the list of 20 "rising stars" - the fastest-growing apps by total net installs since January 1, 2018. And our G-Accon for HubSpot is there on the 12th position.
We want to thank all of you for making it happen - without your installations, support, requests we would not be able to grow. Thank you! We know that there are many things to improve, and we are working hard on it. Please contact us with any issues or requests, we value your feedback.
And also we want to remind, that recently we have rolled out our brand-new G-Accon for QuickBooks add-on. Right now, the early birds can get great discounts and even bigger discounts applicable for the combined HubSpot and QuickBooks purchase. Please contact sales@accon.services for details.
G-Accon is introducing the Tableau BI solution for G-Accon users. G-Accon users will have the ability not only generate their financial reports in Google spreadsheet, but create visual reports. G-Accon Xero and QuickBooks customers will be using Tableau software which is a data visualization tool used for data science and business intelligence. With G-Accon and Tableau auto refresh, you have the ability to build Real Time Dashboard.
Here is how it works.
In order to pull Xero and QuickBooks Reports, first of all you need to download the Tableau software from Tableau website. It can be 14 days trial version or free Tableau Public.
Next step, you need to open the installed Tableau software and select Connect. Then you need to choose “More Server” which is under "To a server" option of the Connect menu; and select Google Sheets:
In the new tab Tableau opens in your default browser, you need to do the following:
The Select Your Google Sheet dialog box includes the following:
After you click on the “Connect” button, you will see the following screen.
In order to see the graph representation, you need to select a report from the "Sheets" category and drag it to the main area.
After you drop the G-Accon Google Sheet in the designated area, you should see your data has been moved to Tableau table.
This is the original G-Accon for Xero Google Sheet:
Now you can use Tableau application to visually represent your financial (Xero/QuickBooks) data.
You also have the ability to connect to more than one table by using join in Tableau.
You can review G-Accon for Tableau documentations in our web site at: https://origin.algebra.rocks/wiki/tableau/
https://rittmananalytics.com/blog/2019/8/4/financial-reporting-in-looker-using-g-accon-for-xero-bigquery-and-dbt
We are excited to announce our New Product for QuickBooks!
We introduced the following powerful features:
We welcome your suggestions, comments and new requests.
The add-on is currently in Beta and absolutely free!
Get G-Accon for QuickBooks Now!
Yours faithfully,
G-Accon Team
EXCITING! Not long now until Xerocon San Diego 18th - 19th June 2019. Make sure you stop by and meet G-Accon exhibiting at the show!
Originally posted on Xero.com/blog
Xero’s app marketplace has over 700 apps which help small businesses and their advisors reach their goals. Each month we celebrate an app partner who stands out for helping small businesses thrive – find out more about Xero’s app partner program here.
G-Accon brings a simple solution to the messy problem of having to connect different sources of financial information faced by many businesses. As an integration tool between Google Sheets and Xero synching both ways, G-Accon has helped over 4000 customers since launching on Xero’s app marketplace in early 2018.
By connecting to Xero Accounting, Payroll, Projects and Assets, users can extract live data and reports from their Google Sheets while automation takes care of auto-refresh, emails, backups and alerts as often as the user wants.
G-Accon’s founder Andrey Kustarnikov says making life easier for users through automation was always the goal, and very important to the business.
“G-Accon is mostly about automation. Many operations these days can be done with a little bit of direction from human supervision. Accounting is one of those fields where you can automate many things.”
Andrey says the rising popularity of G-Accon is because the small, agile team are all specialists in bespoke cloud solutions.
“Being specialised in AWS, Azure and Google meant we knew we could somehow link Google and AWS to build prebuilt applications. We chose Google because it’s a huge market, and the G Suite marketplace provides a great opportunity for customers to discover us.”
With Google Sheets being free and highly adopted by small businesses and their advisors, Andrey knew marketing and advertising wasn’t required as much as other platforms. This saved resource during the crucial launch phase so the team could focus on product development.
“It’s attractive to sell on G Suite because there’s an entire marketplace where people go and check what’s there. It’s a great opportunity.”
Since G-Accon launched in February 2018, Andrey notes tech-savvy advisors are a growing persona embracing the integration.
“We find a lot of bookkeepers, accountants and advisors with a good understanding of software who are creating automated solutions for their clients are our main users.”
Getting these users on side was a key part of G-Accon’s launch strategy with Xero.
“We started to look and around and tried to find companies who were targeting small businesses. Xero was a really attractive market from that point of view, and the power of Xero’s ecosystem was very attractive. The platform makes it much easier to advertise your product.”
Since joining Xero’s app marketplace Andrey has seen how advisors experienced in Xero speed through traditional marketing funnels much faster than leads from other sources.
“It’s been a great channel for us. We’ve noticed people coming from Xero are usually more precise, more professional, and they know Xero very well. That’s great for us because if we don’t understand what they want, they can explain it to us.”
The difference in traffic source alone has a huge impact on conversion for G-Accon.
“Customers coming from G Suite may not know as much about their accounting solution, meaning it can be more difficult to understand their needs. Xero has helped us a lot in this way, as customers really know what they want early on.”
G-Accon’s rapid growth comes down to two things – a great product and great timing. Offering a solution to a heavily adopted product like Google Sheets opens up doors to a massive market, but any product needs to be good for mass adoption.
Having spent 20 years as a developer working for financial institutes, Andrey spotted a gap in the market and wanted to jump fast.
“When we started, we were the first G Suite application for Xero. We saw it wasn’t there, and we knew it would be a good idea.”
Andrey considers competitors to G-Accon vary from the traditional to very indirect. While there are obvious ones like Excel, many of those users sit behind firewalls. In an open marketplace economy where those firewalls don’t exist, Andrey finds any and all cloud solutions are competitors.
“At first there was a lot of competition, and it wasn’t easy to stand out. But when we developed new features, we found a few customers. To stay ahead of the game we listened to them and their advice. We developed what people were asking for. Being customer oriented is very important to us.”
Having won Xero’s Emerging App Partner of the Year at the Xero America Awards in 2018, Andrey’s eyes are focussed on the future as he considers exciting ways to grow the product.
“There are a lot of product updates and releases coming soon. Consolidation reports, more robust workflows, and running different tasks with data… we’ve got a lot of ideas to make G-Accon more user friendly and ramp up the platform element.”
G-Accon is available all around the world on Xero’s app marketplace.
"A real-time snapshot of your Xero accounts in Google Drive".
Read our article published in the latest issue of Xero User Magazine!
