Custom XBerts
By Marsha1 author6 articles
Data Areas
Data Areas and their Objects and Properties
- Profit 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.