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AppsXero ToolsXero Get Balance Sheet Report
Xero Tools

Xero Get Balance Sheet Report

Retrieve Balance Sheet report from Xero. Shows assets, liabilities, and equity at a specific date. Liability and credit balances appear as negative numbers in the response. Response structure is Reports → Rows → Sections; account lines are nested inside group sections and summar…

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Use Xero Get Balance Sheet Report

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Inputs

  • datestring
    Balance sheet as of this date in YYYY-MM-DD format. Should align with the organisation's financial year settings; misaligned dates may produce unexpected figures.
  • periodsinteger
    Number of periods to compare.
  • tenant_idstring
    Xero tenant/organization ID. If not provided, uses the first connected tenant. In multi-org connections, omitting this returns the first tenant's data silently — always pass explicitly when multiple orgs are connected.
  • timeframestring
    Timeframe period: MONTH, QUARTER, or YEAR.
  • paymentsOnlyboolean
    Show only cash transactions when true (cash basis).
  • standardLayoutboolean
    Use standard layout when true.
  • trackingOptionIDstring
    Filter by tracking option ID.

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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