Tuesday, 12 February 2019

Announcement: Blink Reports Version 2.0 is released

Blink Reports is now an official Google Sheet Add-on!


Blink Reports for Google Sheets version 2.0 has been released and gives you the option to generate reports live from Xero Accounting software with no formulas required. We’ve made generating reports much easier! Blink Reports adds the power of a Google Sheets Add-on interactive sidebar for simple inserting of standard Xero Accounting reports into Google Sheets plus it lets you live refresh the report on a schedule of your choice. You can still use our library of powerful Blink Reports Custom formulas which we’ve also updated to support multi-column reports like a 12 month Profit and Loss Statement. Did you also know that Blink Reports is the only Google Sheets Add-on for Xero Accounting that lets you combine custom formulas with the add-on sidebar reports? We think this makes Blink Reports the most powerful and flexible reporting engine for Xero Accounting available! Blink Reports still costs just $9.99 USD per organization per month and can still consolidate financial reports from multiple Xero organizations into a single Google Sheet!






Thursday, 3 May 2018

Leverage the power of Google Sheets Explore with Blink Reports for Xero Accounting

Google is a leader in artificial intelligence and "Explore" in Google Sheets is a perfect example of applying this technology to your daily work.

Since Blink Reports is based entirely on Google Sheets the Explore tool comes in handy for quick analysis of data like invoice line items from Xero.

Start by clicking on the Explore icon bottom right of the Google Sheet, then click Edit top right corner to set the data range accordingly including the column names:

Once you've set the data range Google Sheets will make automatic suggestions like "Average of Amount Paid".  "Distribution of Item Code" will give you a chart with the count if Item Codes across the line items.

But even more powerful is the natural language processing built in. Type in a question like "what is the average line amount?" and you'll receive the answer without having to insert any formulas. Or type "what is total of line amount by month?" and you'll receive a trend line chart. If you like what you see click "Insert" to add it to your Google Sheet.

Enjoy!

As always feel free to contact us at Blink Reports with any questions or feedback.

Monday, 15 May 2017

Blink Reports for Xero Accounting now supports retrieving Bank Statements

We've made viewing your Xero Accounting bank statement details inside Google Spreadsheets simple to do:
=XeroBankStatement(ReCalc,Company ID,Account Code,From Date,To Date)


With access to your bank statements you can better forecast your cash flow.

Test it out now by opening the Blink Reports Template and make a copy to take advantage of the new functionality with your own data.

Wednesday, 10 May 2017

Blink Reports for Xero Accounting now supports listing the Chart of Accounts

We've made listing your Chart of Accounts inside Google Spreadsheets simple to do:
=XeroAccounts(ReCalc,CompanyID)

With the Chart of Accounts formula, you can use Index and Match formulas to add the account codes to any of your reports.

For any report you want the account codes listed beside the account name, you can paste the following example formula to the left of each account name:
=if(isna(index(XeroAccounts!$A$4:$A$995,match(Account Name,XeroAccounts!$B$4:$B$995,0))),"",index(XeroAccounts!$A$4:$A$995,match(Account Name,XeroAccounts!$B$4:$B$995,0)))
Replace "Account Name" in the formula with the reference to the cell directly beside it, or the location of the account name (example: “Sales”). You can view a live example of this in the "XeroPL" sheet on the template.



Test it out now by opening the Blink Reports Template and make a copy to take advantage of the new functionality with your own data.

Tuesday, 2 May 2017

Blink Reports for Xero Accounting highlighted in Ben Walker's podcast

Ben Walker has been using Blink Reports for building custom dashboards since 2016. He highlighted the solution on his podcast in October 2016 along with discussing how he's saved his clients over 1 million dollars in taxes.





Check out the full podcast here: http://www.keypersonofinfluence.com/ep-27-disrupting-industry-saw-ben-walker-become-award-winning-entrepreneur/

Tuesday, 25 April 2017

Blink Reports for Xero Accounting now supports Repeating Invoices

We've made cash flow forecasting easier with the addition of support for retrieving Repeating Invoices from Xero in Blink Reports:
=XeroRepeatingInv(ReCalc,Company ID,Invoice Type,Invoice Status,From Date,To Date,Tracking Category 1,Tracking Option 1,Tracking Category 2,Tracking Option 2,Include Line Items)
Both Sales Repeating Invoices and Purchases Repeating Invoices are supported.



Test it out now by opening the Blink Reports Template and make a copy to take advantage of the new functionality with your own data.

Monday, 13 February 2017

The Google Sheets' QUERY formula is a powerful way to analyze your Xero Accounting data with SQL like commands

Google Sheets has a fantastic built in SQL-like Query function that, when combined with Blink Reports, can instantly answer questions like; what are my total sales by Customer?

The syntax is:
QUERY(data, query, [headers])
The documentation is available at: https://support.google.com/docs/answer/3093343

You can see live examples by opening our Blink Reports Template and clicking on the "XeroInv Query" tab/sheet.

A simple example that calculates total sales by Contact (Customer) based on the output of the Blink Reports custom formula XeroInv() is:
=query(XeroInv!$A$11:$AF$999,"select B, sum(I) group by B",-1)
or expand it to exclude blank rows and use your own column labels:
=query(XeroInv!$A$11:$AF$999,"select B, sum(I) where B != '' group by B label B 'Customer', sum(I) 'Total Sales'",-1)
  • XeroInv!$A$11:$AF$999 is the location of the data in the spreadsheet which in this case is the results of the XeroInv() formula on the sheet named XeroInv
  • "select B, sum(I) where B != '' group by B label B 'Customer', sum(I) 'Total Sales'" is the actual query using Google Visualization API Query Language which is similar to SQL.
  • In this example it outputs the Contact from column B and then calculates the sum by Contact of column I.
  • where B != ''  filters out blank contact records
  • label B 'Customer', sum(I) 'Total Sales' provides more friendly column names
  • -1 means output 1 or more rows of headers depending on the source data
This formula will produce the output:
CustomerTotal Sales
Bank West1299
Basket Case914.55
Bayside Club234
Boom FM1623.75
City Agency593.23
City Limousines1191.83
DIISR - Small Business Services1077.14
Hamilton Smith Ltd2173.75
Marine Systems396
Petrie McLoud Watson & Associates1407.25
Port & Philip Freight1082.5
Rex Media Group1632.5
Ridgeway University12375
Young Bros Transport1082.5

You can also produce pivot tables such as total Sales by customer but split by invoice status across the columns:
=query(XeroInv!$A$11:$AF$999,"select B,sum(I) where B != '' group by B pivot E label B 'Customer',sum(I) 'Total Sales' ",-1)
Which produces a pivot table:
CustomerAUTHORISED Total SalesPAID Total Sales
Bank West1299
Basket Case914.55
Bayside Club234
Boom FM1623.75
City Agency593.23
City Limousines1191.83
DIISR - Small Business Services838.94238.2
Hamilton Smith Ltd5501623.75
Marine Systems396
Petrie McLoud Watson & Associates1407.25
Port & Philip Freight1082.5
Rex Media Group5501082.5
Ridgeway University6187.56187.5
Young Bros Transport1082.5
Unlike Microsoft Excel, this query formula is built in so there are no software plugins or addons to install and keep up to date. Google Sheets make sharing and collaborating on these reports with your team as simple as sending them a web page link since they only need a web browser to view them.

The query formula combined with Blink Reports offers endless possibilities for slicing and dicing your sales or purchase transaction data from your Xero Accounting Software.

Sign up today for a Blink Report free trial at http://www.blinkreports.com/