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, budgets, 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.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.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)
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.
To get started with Scott's Add-in for Xero: 1) load Scott's Add-in for Xero into your Excel 2) connect to Xero, and your ready to start using all of the Scott custom functions, =SCOTT.GL, =SCOTT.RANGE, =SCOTT.DESC , =SCOTT.XBUDGET, =SCOTT.XTRACK, =SCOTT.XTRACKR, and =SCOTT.XTRACKM.