ARTICLES & USER MANUALS

General advice and guides from our accounting experts.

Filter our guides by using particular keywords e.g. DAX, Power BI, Integration

Handling Group Companies with US and Non-US Xero Organisations: Sorting out the Negatives

This article addresses a challenge encountered when consolidating reports across multiple Xero organisations in different regions. Here, we'll explore the issue with "Display Values" in Xero's Profit & Loss and Balance Sheet reports and how to rectify it.
READ MORE

Understanding the Standard Layout Parameter in the Xero Reports API

Are you confused about the "Standard Layout" setting in the Xero Reports API? This feature used to control how profit and loss reports looked, but it's changed. Let's explore what it does now.
READ MORE

How to Install PowerBi Custom Connector

This guide will walk you through installing a custom connector for Power BI, specifically the Accounting BI connector which allows you to connect your Xero data to Power BI for analysis.
READ MORE

Automation set up for Profit and Loss Report

Drowning in manual P&L report generation? This guide offers a time-saving solution! Learn how to leverage AccountingBi to automate your Profit and Loss reports directly from your Xero organization. This guide simplifies connecting your Xero data, setting up report schedules, and even integrating the results with Excel and PowerBi for further analysis.
READ MORE

Understanding the difference between "Sign In/Up with Xero" and "Sign in/up with AccountingBi"

This article clarifies the difference between signing in to our application using Xero credentials and creating an account with AccountingBi credentials.
READ MORE

Updating Existing Reports with New Accounting.bi Data (Profit & Loss, Balance Sheet)

Need to update your Excel reports that use Accounting.bi's Xero data? This guide shows you how to refresh them with the latest information using Excel's Power Query Editor.
READ MORE

Understanding AccountingBi Report Statuses

This article explains the different statuses you might encounter when running reports in Accounting.BI. Understanding these statuses can help you know what's happening with your report and when to expect the results.
READ MORE

HOW TO CALL YOUR CHART OF ACCOUNTS REPORTS FROM XERO TO ACCOUNTINGBI

We have outlined a step-by-step process of calling your chart of accounts report data from your Xero account to AccountingBi.
READ MORE

CONNECTING POWER BI TO ACCOUNTING BI

Connecting Power BI to Accounting BI can be accomplished through two methods: using a custom connector and Power Query.
READ MORE
Accounting.bi - Business Intelligence Software
HOW IT WORKS...
Copyright © 2024 Accounting.bi is a brand owned and operated by Accounting SQL Limited, incorporated in the United Kingdom. ​
Terms & Conditions - GDPR