1099 Report (US Organizations Only)
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To get accounting report data from Xero you need to be logged in into Xero. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Get Accounting Reports -> 1099 Report.
How to create a template?
Select 1099 Report 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 1099 Report.
- 1099 Report
You have the ability to select up the financial year.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Display report title
- Create deep link to Xero
- Display only account codes
- Display only account names
- Keep original formatting
- Remove total/summary rows
- Retrieve headers
- Create a data table around pulled data
- Freeze data table header
- Exclude auto refresh
- Display report summaries
- Remove entry diving rows
- Show Account Type column
- Highlight Every Other Row
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 1099 Report will be populated on the Google Sheet.
How to schedule automatic data refresh?
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.
How to modify your report and update your template?
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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