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
- Click on any cell in your spreadsheet
- Type
=XO.to see all available functions - Select a function and provide the required parameters
- 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 calculate like other Excel formulas; click Refresh in the task pane for the latest figures
- Combine with other Excel functions for calculations