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 + 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
Getting started
Simply download and install it on Windows PC to enable within MS Excel
Reviews & ratings
Additional info
Shared data
Functions
Custom integrationAccountant toolsIndustries
RetailProfessional servicesAccountingApp details
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@comtekaccounts.comGet started with PostTrans for XL
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