All CollectionsAutomationCustom XBertsData AreasData AreasData Areas and their Objects and PropertiesBy Marsha and 1 other2 authors·27 articlesProfit and Loss (Cash)How to build Custom XBerts on the cash-basis Profit and Loss - net profit, gross margin, expense ratios and month-on-month movements, computed on a cash basis (the counterpart to the…Chart of AccountsHow to build Custom XBerts on the Chart of Accounts data area - policing account configuration: watchlisted accounts still active, revenue/expense accounts missing a tax type, bank-account currency, suspense/clearing accounts…Trial BalanceThe Trial Balance is an account-level, point-in-time snapshot of each ledger account's debit and credit balances on an accrual basis, supporting reconciliations, suspense-account watches, period-close checks and year-on-year movement alerts.Transaction ActivityA per-client, per-calendar-month count of every transaction type created from the ledger, used to alert on a client's monthly transaction volume.User ActivityA Custom XBert data area that returns one row per ledger history event - who did what and when - across every transactional record, joined to the Xero user who…Payment BatchHow to build Custom XBerts on the Payment Batch data area to validate accounts payable batch payment runs, reconcile header totals against line amounts, and check source and destination accounts.Account VarianceData Area to help solve account movement QuestionsBank AccountFor leveraging these alerts and effectively managing bank accounts.BudgetsBank Account TransactionsTracking CategoriesPurchase OrderFor timely tracking and management of orders, maintaining optimal inventory levels, and addressing any discrepancies or issues promptly.QuoteEmployeeTo give you alerts about a current employee's status, leave applications, leave balances, etc.InvoicesProactively monitoring invoices plays a pivotal role in the financial operations of your business.Journal TransactionImproving the overall financial health and function of your business.BillSet up alerts for various bill-related activities.Employee PayTo capture any current employee's payroll data, including earnings, taxes, and other financial details.Balance SheetFor monitoring accounts whether Equities, Assets or Liabilities.ContactsFor keeping detailed records of transactions with each contact.Profit and LossExplore the significance of profit and loss analysis in optimising financial performance and enhancing business profitability.Bank Feed LineFor monitoring unusual transactions.OrganisationHandle business management, tax reporting, and financial tracking.WorkTrack, manage, and monitor task activity, assignment, and completion, as well as relevant time tracking and client details.Fixed AssetCustom XBert - Fixed AssetBudget AdherenceCustom XBert for Budget AdherenceXero Practice Manager (XPM)Custom XBert for XPM
