Use PostTrans to enable Microsoft Excel to Import Xero Journals, Sales/Purchase Transactions (with Payments if need be) + Optionally Extract, Amend and Import Contacts, Items and Account records into Xero visually from within Excel into one or more Xero companies for inter-company transactions. The data can be brought in from manual input, ODBC connection, copy and paste or imported or uploaded from CSV file.

• Sales Quotes, Credits Invoices with Payment • Purchase Invoices or Purchase Orders • Sales Receipts + auto allocate Invoice. • Nominal and Manual Journal • Extract/Import Xero Contact • Extract/Import Account • Extract/Import Product Items

Advantages • Visual Validation of data as processed highlighting an errors • Multi Company updates to sync Multi Company Chart of accounts • Search for Account, Stock, Project, Nominal, using our In-Cell Searching • Add formula, vba or macros to manipulate the imported data • Press [Extract] button to populate the sheet with existing data, amend and [Import] • Easy importation from CSV file • Double click on Account code to view Contact in Xero • Extract Multiple Contacts given code, or those change in the last x days

Validation PostTrans validates data for any errors visually highlighting any errors. This allows the user to correct the data, within Excel, before importing into Xero.

In-Cell Searching Look up associated Xero values such as Products, Customers, Nominal Accounts codes within cells for easy data entry.