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Enhancements and Refresh Process Optimization

September 21, 2021

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We are so excited to announce that we have added multiple enhancements to our software that should help you in your day-to-day business activities. These new functions include Asset, Asset Type objects, a new “Last 12 Months” option in the Date Range filter in standard financial reports, the ability to update your quotes through the upload process, the “search” ability when you switch from one Xero entity to another, 4-digit rounding, and much more! Keep reading below to learn about the details about each of these new enhancements.

New Features and Functionality

New Attributes in Asset and Asset Type object/table

One of these recent updates included adding the ability to enhance Asset and Asset Type objects, which can be found under the Design Accounting Reports –> Design Asset Reports menu option. The additional attributes offer novel options for Depreciation Details/Setting, Disposal Date, Disposal Price, and more. This new setting will help you create more advanced Asset reports to meet your business needs.

Additional Date Range Option – ‘Last 12 Months‘

Based on numerous requests from our customers, G-Accon has released an additional filter option in the Date Range section! This will eliminate the do-it-yourself custom solution that some of our customers have been utilizing. See the image below for an example of a Profit & Loss report that shows this new selection under the Dynamic Date Range option.

Refresh Process Optimization

We are consistently optimizing and increasing both the efficiency and speed of our application. This time, our “Refresh” processes have been tuned and adjusted to better fit our customers’ needs. You can test these processes by refreshing your single template(s) in the current worksheet or all templates within your spreadsheet by selecting the Refresh Xero Data in Current Sheet or the Refresh Xero Data in All Sheets menu option under G-Accon for Xero, respectively.

Search Xero Entity in Switch the Organizations

If you are supporting numerous Xero organizations and need to switch between these entities often, then our new “search organization” functionality might be of interest to you! As soon as you start typing the company’s name, the search will display values that match the entered criteria. In this example, “Dem” has been entered and the system displays the “Demo Company (AU)” organization.

Multiple Enhancements to the Upload process

We have developed multiple changes to enhance the data upload process all the way from Google Sheets to your Xero organizations. If you are dealing with Quotes, Inventory, and using Tracking Categories in your reports, you now have the opportunity to update your records through the “Update” functionality or delete your records through the “Delete” option. Deleting a record in Xero generally means a “soft” deletion. In other words, the physical record stays in the Xero table and the deletion flag in the database suggests that the record has been deleted. Furthermore, not all records can actually be fully deleted. In the example below, you can see that Inventory (Items) and Tracking Category Options can be Inserted, Updated, or Deleted, but Quotes records can only be Inserted and Updated.

Update Quotes:

Update/Delete Inventory (Items):

Update/Delete Tracking Options:

Upload line items ‘Unit Amount’ with 4 decimal places

Xero is constantly enhancing its financial product by developing new reports and introducing new fields and attributes. One of the changes that we at Xero have introduced is changing the unit amount in the Invoice table to include 4 decimal places. We introduced the same changes in our application because for some businesses, the 4 decimal places for the unit amount is crucial. In the example below, you can see that the required attributes, with 4 decimal places, were successfully uploaded to Xero. You can see the Invoice template in Google Sheets and the corresponding Xero screen.

Invoice ORC10071120 in google sheets
Invoice ORC10071120 in Xero

Why leave it there?

To find out more about G-Accon

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