You’re on the Philippines site
  1. Home
  2. Accountant tools

Scott's Add-ins

By Scott's Add-ins
5 out of 5 stars
Create financial art with Scott's add-in. Link Xero general ledger data to your Excel spreadsheet. Refresh your spreadsheet with current Xero data, by simply recalculating your sheet. The add-in supports Tracking Categories, budgets, multiple orgs, and consolidations, on the same Excel workbook.

Overview

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)

https://player.vimeo.com/video/477192450

Scott's Add-ins
Play Video
, opens in a dialog

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
30 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
DA
David Altman
Posted
5 out of 5 stars

Brilliant Add-in

I can highly recommend using Scott's add-ins. My required Xero data is quickly populated onto Excel and refreshed in a matter of seconds. It's very powerful and saves me a lot of time on reporting. Customer Service is excellent. Thank you Scott. David
CH
Chris Han
Posted
5 out of 5 stars

Great support from Scott

Unlike some other add-in provider, Scott constantly helps us to resolve any issue we have with the add-in. Cannot recommend more.

Response from Scott's Add-ins

Thanks for the kind words, Chris!
RF
Roshni Foster
Posted
5 out of 5 stars

Great AddIn

Simple and easy to use and it has saved us a lot of time exporting data from Xero. The support service is the best I have received.

Additional info

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

Follow

LinkedIn
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.