Tips, Tricks and more details
Get the most out of your reporting
By Laszlo and 1 other2 authors9 articles
- Why Connectorly FX values may differ from XeroBecause Connectorly and Xero approach FX slightly differently, you may occasionally see small differences (typically a few cents or pence). These differences are expected and do not indicate an error.
- How Connectorly Validates Xero Financial and Budget DataLearn how Connectorly reconciles Xero Profit & Loss, Balance Sheet and budget data, and tests changes before they reach production.
- How can I manually force a refresh of Xero data in Power BI?Xero data is synced automatically every hour. But you can also manually update by clicking the Connectorly logo
- How to use a file from SharePoint as a data source in Power BIUse any file in SharePoint as a Power BI Data source with this method
- Solved. 'You need to use SSL (HTTPS) when you use OAuth 2.0 authentication' in Power BI when using a file in SharePoint as a data sourceIs Power BI reporting an SSL problem when you try to connect to a file that has been shared from SharePoint? Read on...
- How Connectorly Generates Financial ForecastsConnectorly produces reliable future cash flow forecasts by building on financial data directly from Xero.
- Bringing Xero data into Microsoft Power BI Desktop without a templateIf you're comfortable building relations and formatting data yourself (done for you with the templates) read on
- Working with grouped Xero OrganisationsYou need to consider how the each Xero's Chart of Accounts will interact with the others
- How to Access Your Xero Data from ExcelYou can connect Excel to your Connectorly database using a PostgreSQL ODBC connection.