Retrieve Trial Balance report from Xero. Shows all account balances (debits and credits) at a specific date. Use to verify that total debits equal total credits and to prepare financial statements. Credit balances appear as negative numbers in the response.
datestringThe date for the Trial Balance report in YYYY-MM-DD format (e.g., 2018-03-31). If not specified, defaults to current date.
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.
paymentsOnlybooleanReturn cash only basis for the Trial Balance report when true (cash basis accounting).
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.