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Custom Functions

XO Report provides custom Excel functions that start with XO. to pull data directly from Xero into your spreadsheets.

How to Use Custom Functions

  1. Click on any cell in your spreadsheet
  2. Type =XO. to see all available functions
  3. Select a function and provide the required parameters
  4. Press Enter - the data will appear in the cell

Example:

=XO.BALANCE(A2, "4000", C1, D1)

Available Functions

XO.ORG

List all connected Xero organizations with their IDs.

=XO.ORG()

XO.BALANCE

Get the balance for a specific account code within a date range.

=XO.BALANCE(org_id, account, start_date, end_date, [category1], [option1], [category2], [option2])

XO.PROFIT

Get Net Income (Profit/Loss) from the P&L report.

=XO.PROFIT(org_id, start_date, end_date, [category1], [option1], [category2], [option2])

XO.BUDGET

Get budget amount for variance analysis.

=XO.BUDGET(org_id, budget_name, account, start_date, end_date)

XO.COA

Get the Chart of Accounts as a spilling table.

=XO.COA(org_id, [include_archived])

XO.CONTACTS

Get the contacts list (customers/suppliers).

=XO.CONTACTS(org_id, [include_archived])

XO.TRACKING

Get tracking categories and options.

=XO.TRACKING(org_id, [include_archived])

XO.TAXRATES

Get tax rates configured in Xero.

=XO.TAXRATES(org_id, [include_deleted])

XO.CURRENCIES

Get all currencies for multi-currency businesses.

=XO.CURRENCIES(org_id)

XO.LACCOUNT

Lookup account properties by code.

=XO.LACCOUNT(org_id, account_code, property)

XO.LITEM

Lookup inventory item properties by code.

=XO.LITEM(org_id, item_code, property)

Tips

  • Use cell references for dates to make reports dynamic
  • Functions refresh automatically when you open the workbook
  • Combine with other Excel functions for calculations