G-Accon Help Center

Release updates for G-Accon for Xero/QuickBooks

SECTIONS IN THIS ARTICLE

G-Accon for Xero: Changes and Enhancements released in January, 2024
G-Accon for QuickBooks: Changes and Enhancements released in January, 2024
Watch latest videos in G-Accon Integration channel

G-Accon for Xero: Released Changes and Enhancements

1. New Look and Feel for "Get Xero Data" and new features

New Look and Feel has been introduced for all raw data downloads which include:

Get Accounting Data
Get History/Notes Data (Audit Trail)
Get Assets Data
Get Project Data
Get AU/NZ/UK Payroll Data

These options are available under Extensions --> G-Accon for Xero--> Get Accounting Data/Reports --> Get Data

To get Accounting Data from Xero:

• Ensure you are Signed in into G-Accon for 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 a specific table/object
  
  

How to design a template to get raw accounting data?

select the object (table) and the fields to get data

• Select table, for example, Invoices 
• Choose needed attributes based on your preferences/needs
  

Select All or Unselect All attributes for the chosen table.

Expand 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

G-Accon for QuickBooks: Released Changes and Enhancements

1. Budgets (Overall, By Classes, By Location) Uploads

Budget Uploads allows to create, edit, and remove overall budgets for a specific year, categorize budgets by classes and locations, and seamlessly import them from Google Sheets to QuickBooks Online (QBO).

2. G-Accon Lookup() function for dashboards solution

G_ACCON_HISTORICAL_LOOKUP(account, period, clazz, tabName, templateName).

This function helps to build custom dashboards by retrieving values according to filters from the specific templates. The "Historical" report layouts are recommended to use.

3. Enhanced Automatic Workflow with Customer's Alerts, Backups, and Webhooks.

Automatic Workflows is a robust tool enabling users to 

– design diverse workflows, 
– incorporate specific templates, 
– set up the different schedules for different workflows
– establish different schedules
– notify customers through various automatic notifications
– set up alerts and notify clients
– create web hooks 
– generate data snap shot by using backups functionality