Generating Chart of Accounts Report
Connect the Organization
- Ensure your organization is connected to Accounting Bi as per the connection guide on "Connecting Accounting Bi to Xero".
Access the Report Section
- On the Accounting Bi dashboard, click on the "Reports" section.
- On the Accounting Bi dashboard, click on the "Reports" section.
Select the Chart of Accounts Report
- In the "Reports" section, click on "Chart of Accounts Report."
- In the "Reports" section, click on "Chart of Accounts Report."
Choose the Organization
- Select the organization(s) for which you want to generate the report.
Submit the Request
- Click the "Submit" button to request the Chart of Accounts Report.
- Click the "Submit" button to request the Chart of Accounts Report.
Confirmation Notification
- A green notification will appear at the bottom of the screen indicating that your request has been successfully submitted.
- A green notification will appear at the bottom of the screen indicating that your request has been successfully submitted.
Monitor Report Status
- A popup notification will appear to inform you about the status of your report.
- Once the report is completed, the popup will indicate that the process is complete.
Now you can fetch the report in Excel and Power Bi.
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