Select Aged Payables Detail By Contact Groups option from the drop down menu. G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. For better performance the Date Range should not exceed 365 days.
There are required and optional attributes for Balance Sheet report.
- Dynamic Date
You have the ability to set up the Dynamic Date. The report data will be calculated based on the selected Date. For your convenience, there are pre-populated values such as End of This Month, End of This Quarter, End This Year, and so on.
- Static Date
You also have the ability to set up the Static Date
- Custom Date
You can also use the cell reference (the icons next to the Date) to set up the custom date from your google sheet.
- Compare To
- Period Of
- To Compare with (previous period)
- Contact Group(s)
- Ageing By
- Column Titles
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.
To execute the process, click on the
Execute button. The Aged Payables Detail By Contact Groups will be populated on the Google Sheet.
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.
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.
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