Tips for Seamless Data Integration: Integrating your Accounts Transactions report from Xero or Zoho Books into Excel or Power BI can streamline your financial reporting, but managing large data volumes requires careful handling. Follow these expert tips to efficiently sync and analyse your data without overloading your system.
Navigating accounting for multiple clients or subsidiaries can be challenging, but with AccountingBi’s "Members" feature, you can easily maintain data security and access control. Follow these tips to ensure seamless data management: keep client data separate with Bearer Tokens, carefully assign access permissions, and regularly review your user settings to prevent data leaks. Read on to discover how these features work in different scenarios.
Discover how to efficiently install and use the AccountingBi Excel Add-in to seamlessly pull data from Xero, Sage, or ZohoBooks. Whether you're an admin or a regular user, this guide provides easy steps for accessing the add-in via AppSource or directly within Excel. Streamline your reporting process and unlock powerful insights with AccountingBi today!
Are you encountering the error message: "Formula.Firewall: Query 'Query1' (step 'FinalResult') is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combination." when using Power Query? This article provides a straightforward guide for Acc.Bi users on how to resolve this common issue when connecting Microsoft Excel to Xero via AccountingBi using Power Query M code.
Navigating the world of corporate finance can often be complex, with roles such as Financial Controller and FP&A (Financial Planning & Analysis) professional frequently being misunderstood. Although both positions are critical to an organization's financial health, they serve distinct functions. This article delves into the key differences between these roles, highlighting their unique responsibilities and how they complement each other to drive business success.
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.
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.
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.
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.
