Dear friends, last week we have participated in the annual HubSpot Platform Partner Day. It took place in the HubSpot headquarter, in Boston, MA.
It was a very interesting and informative event. Unfortunately, we cannot share all the exciting news with you because it's covered by the non-disclosure agreement, so we only can say, that, in a few months, we will be able to better serve your requests, thanks to the great HubSpot team.
All HubSpot partners, including G-Accon, are on the screen (and in the hall).
Introducing a new Account Transactions Report in G-Accon for Xero!
http://www.accon.services/account-transactions-report.html
Did you know you can create invoices in Xero directly from Google Sheets using G-Accon?
It can be done in five easy steps:
1. Prepare invoice data and select the rows you need to import
2. Invoke Upload wizard
3. Map your table columns to Xero invoice attributes
4. Check Invoice import results
5. Check invoice in Xero
Media Release
Jan. 15, 2019— G-Accon won top honors in the annual Xero Americas Awards 2018, claiming the Emerging App Partner of the Year award.
Xero, a global small business platform, has over 100,000 business advisors worldwide as part of its network and it was an outstanding achievement for G-Accon to be recognized as one of the industry’s best in the United States and Canada.
Winners were judged across a number of criteria including innovation, ability to boost productivity and provide client solutions, strong marketing strategies, certification, and usage of cloud technology tools to provide value to small business customers. This year’s Xero Americas Awards 2018 judging panel included key executives from Xero and guest judge Ranica Arrowsmith, technology editor at Accounting Today.
“Technology provides the power and tools for today’s accountants and bookkeepers to become true business advisors. With the assistance of cloud technology, advisors can help small business owners ease pain points and empower them to achieve success,” said Keri Gohman, President of Xero Americas. “Our winners stand out for their commitment to providing small businesses with the right support and strategic guidance, and we are delighted to award G-Accon with this honor.”
“We are proud to be recognized for the work we do in our community. Beyond helping a small business with their taxes or compliance, we strive to help them achieve their long-term goals,” said Andrey Kustarnikov, Founder. “Cloud technology provides us with an opportunity to transform how small businesses operate. This award validates the innovation and high standards our team sets so we can continue providing more guidance and value to our customers.”
For more information on G-Accon, visit the website http://accon.services.
It can be done in three easy steps:
1. Login into your Xero organization and open Get Projects Data window
2. Select the data set
3. Check the results, refresh anytime in one click or schedule auto-refresh
More information can be found here
Note: If your premium subscription expired, you can still try Xero Projects free for 30 days.
Please send your feedback to support@accon.services or leave a comment here.
Dear friends, just now we have added improvement in the G-Accon for Hubspot addon: an ability to get a deal's owner info together with a deal.
Please have a look on the screenshot:
And the resulted data will look like this:
Of course, we will not stop here: there are plans to add another association to deals and other HubSpot objects. However, some associations will significantly affect performance so we will have to resolve this issue before adding.
Dear friends, we understand that date filtering may be confusing, and we are working on improvements.
Currently, you can filter by any field we consider as "date field" in the "Select the field to filter": please see the screenshot. Just do not forget to click "+" button to use your filter.
Dear friends, we have added a new filter for the list fields.
Please see the screenshot below.
You have following filter options:
Updated on May 5, 2022
We received a question from our users on how to consolidate multiple Xero companies into one spreadsheet. Hopefully, this video will be helpful. You need to establish a connection and template for every company on the first login (one time only). Once the template is saved, you can refresh reports for all companies in one click or schedule an auto-refresh.
1. User Preferences: Sign in Preferences, Default Data Pulling Settings and Default Reports Pulling Settings
Now you can customize and save your User, Reports and Data Pulling Settings. Select "Stay Logged In" to skip the login to Xero step every time you open a spreadsheet:
2. Cash Summary Report Redesign
