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PostTrans for XL

By PostTrans for XL
0 out of 5 stars
PostTrans for Xero is an extremely powerful Excel, for PC, Visual Extract/Import tool. It allows you to create quick and easy OrderPads, Bespoke Data Entry, or Allocate Receipts from within Excel by entering/importing Quotes, Invoices, or Orders. Create sheets to import into one or more companies.
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Reviews
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Key functions
Custom integration
Accountant tools
Key industries
Retail
Professional services

Overview

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.

PostTrans for XL
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PostTrans for XL + Xero

Transactional Importation Sales Quotes, Credits Invoices with Payment Purchase Invoices or Purchase Orders Sales Receipts + auto allocate Invoice Nominal and Manual Journal To Multiple Companies Static Data Importation/Extraction Import Xero Contact Import Account Import Product Items

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Additional info

Shared data

Xero
PostTrans for XL
Receiptsshared from PostTrans for XL to Xero
Invoicesshared from PostTrans for XL to Xero
Credit Notesshared from PostTrans for XL to Xero
Contactsshared from Xero to PostTrans for XL and from PostTrans for XL to Xero
Accountsshared from Xero to PostTrans for XL and from PostTrans for XL to Xero
Quotesshared from PostTrans for XL to Xero
Tracking Categoriesshared from Xero to PostTrans for XL
Tax Ratesshared from Xero to PostTrans for XL
Purchase Ordersshared from PostTrans for XL to Xero
Paymentsshared from PostTrans for XL to Xero
Manual Journalsshared from PostTrans for XL to Xero
Journalsshared from PostTrans for XL to Xero
Itemsshared from Xero to PostTrans for XL and from PostTrans for XL to Xero

Functions

Custom integrationAccountant tools

Industries

RetailProfessional servicesAccounting

App details

By PostTrans for XL

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@comtekaccounts.com

Get started with PostTrans for XL

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