Scott's Add-ins

    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, multiple organisations, and consolidations, on the same Excel workbook.

    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, 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.XGL Returns the sum of all transactions for a user specified date range.

    =SCOTT.XRANGE Returns the sum for a range of account codes.

    =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.XGL

    =SCOTT.XGL (Organisation ID, Account Code, Start Date, End Date)

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    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.

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    Made 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

    help@scottsaddins.com

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