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…
datestringBalance 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.
periodsintegerNumber of periods to compare.
tenant_idstringXero 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.
timeframestringTimeframe period: MONTH, QUARTER, or YEAR.
paymentsOnlybooleanShow only cash transactions when true (cash basis).
standardLayoutbooleanUse standard layout when true.
trackingOptionIDstringFilter by tracking option ID.
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
OAuth connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.