Assist Pro+ · GL Preparation
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Tool guide
Prepare a Xero GL export
An exported ledger needs consistent columns and usable amounts before analysis.
What it solves
Use this when…
An exported ledger needs consistent columns and usable amounts before analysis.
Expected result: A more usable GL for journal review and account summaries, subject to the actual export format.
How to use
Follow these steps
Try the action on a copy of your workbook first.
1
Keep the raw file
Preserve the original export and check the period and entity.
2
Inspect columns
Find dates, account codes, references, debit and credit fields.
3
Run the cleaner on a copy
Review row counts, totals and any headings or exceptions after the output.
Before you finish
Check the output
Confirm the result against the source and keep your own judgement in the loop.
Unexpected input format
Check headings, selected ranges and text/number formats before running. Work on a copy for consequential changes.
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