Scott's Add-in for Excel, link Xero general ledger data to your Excel spreadsheet.....seamlessly. Using Excel, create beautiful financial models, P&Ls, budgets, proformas, and more, by leveraging your Xero ledger data. Refresh your spreadsheet with current Xero data, by simply recalculating your sheet. Supports Xero Tracking Categories. Create financial art with Scott's Add-ins!
Scott's Add-ins + Xero
Scott's add-in gives you additional Excel functions such as =XGL, =XRANGE, =XTRACK, and =XDESC. These functions allow you to pull Xero ledger balances directly into your Excel spreadsheet. For example, =XGL (4000, 01012019, 01152019) returns the balance of ledger account #4000, for the first 15 days of January.
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 3) When you're taken to the Xero page, log in and select the particular Xero organization, click ‘Allow access’. 4) start using the new functions =SCOTT.XGL, =SCOTT.XRANGE, =SCOTT.XDESC