G-Accon’s newest offerings have arrived to refine your financial data management with unmatched ease. Crafted for Xero and QuickBooks Online users, ace your financial administration through an intuitive user interface, bespoke reporting capabilities, and sophisticated webhook automation. Learn to incorporate these engineered features to streamline automated accounting operations while supporting your financial analysis prowess.

Transforming Your Accounting Data Into Strategic Insights With G-Accon

We’re excited to announce our “Mastering Accounting Automation With G-Accon’s Custom Xero and QuickBooks Reports and Upgraded UI” webinar. During our time together, we got to dig up how to:

  •   Pull Raw Data using G-Accon New User Interface (UI)
  •   Generate New Custom and QuickBooks Accounting Reports
  •   Set up Automation using the New User Interface (UI) 
  •   Use the Sticky Side Floating menu
  •   Switch Organizations with our New User Interface (UI)
  •   Save and use Cloud Templates with New UI
  •   Establish default values in User Preferences
  •   Live Q&A: Get your Questions answered by our Experts

This exclusive session, hosted by Sonia Yazdi, helps you to leverage our new User Interface to pull raw data, generate custom Xero and QuickBooks reports, automate processes, and more. 

Let’s dive into our webinar’s highlights.

Intuitive User Interface (UI) for Effective Data Retrieval

G-Accon’s enhanced data features released for Xero and QuickBooks provide accountants with a simplified user interface for streamlined data access. This new look helps accounting professionals to improve businesses’ financial reporting reliability.

For G-Accon for Xero users, this intuitive upgrade is available under Extensions > G-Accon for Xero > Get Accounting Data/Reports > Get Data to access a variety of data types, including

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

This revamp will also benefit our G-Accon for QuickBooks users. To access these options, click Extensions > G-Accon for QuickBooks > Get Accounting Data/Reports > Get Accounting Data.

Both implementations have beneficial features in common, such as

  • Highly customizable templates to get your raw accounting data for improved data-driven insights.
  • Time-saving settings to define “Dynamic Date Range”, “Static Date Range”, and “Custom Date Range” options.
  • Tailored data retrieval parameters using the “Change Pull Settings” property, enabling you to create brand-new spreadsheets in Google Sheets and implement picklist values to guarantee that the gathered data conforms to a specified list, among other handy advantages.
  • Selective filters for refined accounting data based on your business preferences and criteria with Filter By Field and Filter By IDs attributes.
  • Ordered and organized results using the “Order Results By” option, which allows you to classify your results by field in the Descending/Ascending order.

Our recorded session covered these upgraded data integrations, guiding you to reduce manual data entry and gain superior financial reporting insights.

Dynamic Accounting Reports With Optimized Data Handling for Xero

With our Xero’s Custom Reports upgrade, G-Accon strengthens users’ abilities to push forward enhanced financial reporting and analysis capabilities. These reports deliver a granular outlook of financial obligations and assets, facilitating sophisticated payables and receivables management and strategic planning of cash flows. Let’s briefly overview some of our featured reports.

Aged Payables Detail in the Customer Currency

This report delivers insights into aged payables using the customer’s currency. It’s particularly useful for businesses involved in international transactions and multiple currencies. Like the rest of our extensions, follow these steps to generate your report: check G-Accon for Xero > Reports > Standard Reports > Aged Payables Detail in the Customer Currency.

Users benefit from various adjustments when using this report, including

  • Enhanced pull settings to initiate new sheets and refine how information is displayed and organized.
  • Automated refresh scheduling, enabling workflows to automate data updates and send notifications.
  • Template and report adjustments through the “Edit Templates” feature for ongoing adaptability.

Budget Variance by Tracking Category

This reporting capability facilitates monitoring compliance with budgetary adherence while pinpointing areas with discrepancies. It contrasts planned budgets with actual expenses, sorted by tracking categories. Following our other tools’ procedures, head to G-Accon for Xero > Reports > Standard Reports > Budget Variance by Tracking Category to create yours.

Our webinar discusses these tools to improve reporting customization and streamlined data handling via G-Accon for Xero.

Find the complete list of Xero reports here:

Data-Driven Custom Reports for QuickBooks

A major breakthrough for Quickbooks users, G-Accon’s Cash Transactions Reports and Project Profitability Summary assist your business’s financials in obtaining data-driven insights. 

The former boosts reporting efficiency by directly linking to Google Sheets. Generate Profit and Loss reports with a comparison feature, which enables a side-by-side analysis of different classes or categories. Customizable for your business needs, it ensures precise transaction tracking. It’s the accountant’s go-to tool for accurate cash flow insights, which enable well-informed decisions.

With our Project Profitability Summary, reporting offers clear profitability insights. This feature will allow you to gain critical profitability insights for strategic business moves. It cements a better understanding of financial trends based on historical performance monitoring.

Integrated Reporting With Google Sheets Workflow Automation

Meet and master our new Automatic Refresh solution. This automation feature turns your manual tasks into a coordinated system. It helps users organize all their workflows and automate their business processes, including refreshing queries/reports, uploading data, setting up alerts, creating backups, and using webhooks.

G-Accon’s webhooks feature automates data processes between the Google Sheets Web App and your accounting software. Its functionality supports the following attributes. Our webhooks demo explains how to implement Google Sheets with G-Accon Webhooks. It starts with creating web apps using Google Apps Script, focusing on the “doGet” function.

Game-changing User Interface Upgrades

Sticky Floating Side Menu & Categories

G-Accon has introduced a user interface feature called the “Sticky Floating Side Menu & Categories with Icons.” This design element is commonly found on websites and applications and can be dissected into the following key components:

  • Sticky
  • Floating Side Menu
  • Categories
  • Icons

How to Switch Organizations

G-Accon helps you support more than one organization in Xero or QuickBooks. If you need to set up reports and workflows per organization, learn to switch between entities with us.

Managing Improved Cloud Templates

When joining our session, you’ll have the opportunity to get to know the Load Cloud Template module, which includes the following library and features:

  • Cloud Template Library: a collection of pre-built templates that can be easily customized and loaded into a user’s Google Sheet to automate common accounting and finance tasks.
  • Workspace Cloud Template: a feature that allows users to create and share custom templates within their organization, making it easy to standardize processes and promote consistency across teams.
  • Batch Cloud Template: enables users to apply a template to multiple sheets simultaneously, saving time when working with large datasets.

Managing Improved Cloud Templates

Join our demonstration on how to make the most of your data by learning how to set up Default Values by using two distinct features:

  • Default values set up for Raw Data Pull
  • Default values set up for Custom Accounting Reports

This integration will enable you to select and manipulate the required attributes according to your business preferences to finely tune your reporting capabilities. Among these alternatives, we find:

  • Locking the “Data Table Header” option for consistent visibility.
  • Preserving the original formatting of the data being pulled.
  • Highlighting a particular range of dates associated with the pulled data.
  • Incorporating the newly retrieved data into pre-existing templates with the “Append to the Previous Templates” feature.
  • Integrating an “Organization Name Column” for company names into the data structure.
  • Applying a formatting style to alternate rows for enhanced legibility.

Nail Data Management Mastery and Reporting Suite Proficiency for Your Business

From personalized accounting data retrieval to unmatched reporting capabilities, you have nothing to lose but lots to win. Make your decision today and choose financial analysis precision and boosted collaboration functionalities with: 

  • Highly performing data customization and settings for QuickBooks and Xero, including dynamic, static, and custom date ranges for precise data-driven reporting.
  • Efficient automated workflows with customer alerts, backups, and webhooks, supporting integration capabilities.
  • Advanced data management, including freezing data table headers or keeping original formatting to facilitate easier data analysis within Google Sheets.
  • Enhanced template editing, including cloud templates for collaboration, a suite of editing options to filter reports’ data, and much more.

By the end of the webinar, you’ll leave with valuable insights and practical tips on enhancing your reporting process and managing data transactions efficiently. Whether you’re an expert accounting professional or a business owner managing your accounts, this recording is designed to ease your financial data management.

Take this opportunity to elevate your financial strategy with G-Accon’s solutions. Watch our complete webinar here:

Accessing seamless financial data management starts with one step. Try our G-Accon demo today to obtain up-to-date data-driven insights.

Try G-Accon for Free

Feeling generous? Share your bright ideas and suggestions via email at support@accon.services.

This is financial clarity made easy. This is G-Accon.