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Scott's Add-ins

By Scott's Add-ins
5 out of 5 stars
Free trial available
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Build real-time financial reports without leaving Excel. Scott’s Add-ins automates the sync of General Ledger data from Xero to Excel. Quickly build flexible & bespoke reports for clients and industry. Consolidate multiple entities into one workbook. Sync Xero data to your Excel templates.
Rated
5.0
out of 5
Reviewed by
44
Xero users
Try this app
Free trial
available
Listed for
5 years
June 2019

Overview

Scott’s add-in for Xero, gives you powerful, new Excel functions that allow you to leverage your Xero general ledger data. Build real-time financial reports without leaving Excel. Scott's Add-ins automates the sync of General Ledger data from Xero to Excel.

  • Quickly build flexible & bespoke reports for clients and stakeholders
  • Consolidate groups & multiple entities into one workbook
  • Sync Xero data into your existing Excel templates

Save hours of time each month, and reduce errors. Use your Excel templates without building new ones. Recalc your workbook with fresh Xero data in seconds.

Get started with Scott's Add-ins in less than ten minutes. No training is required. If you know how to use Excel, you know how to use Scott's.

For an even faster start, begin with one of our downloadable Excel templates. These templates are contributed by our users, and are free!

Proformas, Operating Reports, Cash Flow, Tracking Category comparisons, budgets, and multi-org consolidations, are just some of what you can do.

Here’s a list of the custom Excel functions:

= SCOTT.CHART. Returns the chart of accounts.

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

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

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

=SCOTT.GLMULTI Returns the sum of multiple gl accounts and ranges.

=SCOTT.XBUDGET Returns the Xero budget

=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.GL

=SCOTT.GL (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 out of 5 stars
44 Reviews

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Most recent reviews

JV
Jess Van Dyk
Posted 20 Nov 2024
5 out of 5 stars

Excellent add-in and great support

This add-in has significantly streamlined our financial reporting and budgeting processes in Excel, saving us a tremendous amount of time! Scott is always available to provide support whenever we need it.
JV
Jackie van Dassen
Posted 1 Nov 2024
5 out of 5 stars

Great Support

Just started using Scott's Add-ins for my financial reports in excel, as Xero's functionality for reports is limited. Ran into an issue with developing the report and got very fast reply with assistance! Highly recommend the app.

Response from Scott's Add-ins

Thank you Jackie for the most gracious review.
LD
Lochline Davel
Posted 22 Oct 2024
5 out of 5 stars

Great Add-In & Great Support

Our company have been using Scott's Add-in for producing and reporting our monthly Management Accounts, for a number of years and the tool and the support have been continuously exceedingly satisfactory. Thank you very much.

Response from Scott's Add-ins

Thank you Lochline for the nice review. I'm glad that our product is giving you more time back in your day.

Additional info

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Scott's Add-ins
Added in 2019

Countries

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

Languages

English

Support

Contact supporthelp@scottsaddins.com

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