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Create financial art with Scott's add-in. Link Xero general ledger data to your Excel spreadsheet. Refresh your spreadsheet with current Xero data, by simply recalculating your sheet. The add-in supports Tracking Categories, multiple organisations, and consolidations, on the same Excel workbook.
Overview

Scott’s add-in for Xero, gives you powerful, new Excel functions that allow you to leverage your Xero general ledger data. With Excel as your canvas, use the add-in to create beautiful financial art. Proformas, Operating Reports, Cash Flow, Tracking Category comparisons, and multi-org consolidations, are just some of what you can do.

Create once, recalc anytime. No more exporting from Xero, importing into Excel. The new Scott’s functions allow you to refresh your formulas with current Xero data, anytime you wish. Here’s a list of the functions:

=SCOTT.DESC Returns the account description for a given account code.

=SCOTT.XGL Returns the sum of all transactions for a user specified date range.

=SCOTT.XRANGE Returns the sum for a range of account codes.

=SCOTT.XTRACK Returns the sum of an account code for a Tracking Category / Option.

=SCOTT.XTRACKR Returns the sum for a range of account codes for a Tracking Category / Option.

=SCOTT. XTRACKM Returns the sum of account transactions that have BOTH Xero Tracking Categories assigned.

As an example, the syntax for =SCOTT.XGL

=SCOTT.XGL (Organisation ID, Account Code, Start Date, End Date)

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Scott's Add-ins + Xero

Scott's add-in for Xero, easily connects your Xero general ledger data to your Excel spreadsheet. You can connect one or multiple Xero organisations to an Excel workbook.

Simply download the add-in from the Microsoft store, connect your spreadsheet to one or more Xero organisations, and you are on your way to creating beautiful financial art.

Reviews & ratings

5.0
14 Reviews
5 star
(100%)
4 star
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3 star
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2 star
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1 star
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CM
Christian Mosebach
Posted
We use the app for consolidated reporting of several companies and thousands of tracking codes. A neat and lean tool that works perfectly and much better than other tools that promise more and keep less. Also received great support from Scott to get started.
GT
George Thomson
Posted
Great add-in, within a few hours (mostly spent ensuring I have the correct references in Xero's Chart of Accounts) we have managed to pull all our P&L data into Excel. This saves at least an hour or so of work every month to do this manually, and ensuring the historic data in Excel are automatically update when there are adjustments made in Xero is invaluable. So far have been using the XGL function for pulling P&L data, and XDESC to sanity check that I have pulled through the right item from the Chart of Accounts. Given the simplicity will also look at the other functions to pull in the balance sheet items also.
GP
Geno Poarch
Posted
We are a non-profit with multiple grants with which we need to track. With the new function that allows the use of two tracking categories (XTRACKM), I am able to set up my budget reports once and then just update date ranges for each month. This has saved me a lot of time as Xero didn't have a built in report that let me capture all the data I needed without having to piece together several different reports. I would highly recommend. This app along with Approval Max (also highly recommended) makes Xero a complete accounting system for our organization's needs.
Additional info

App details

Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

help@scottsaddins.com

Follow

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