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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)

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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.

Reviews & ratings

5.0
23 Reviews
5 star
(100%)
4 star
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3 star
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2 star
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1 star
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DA
David Albella
Posted

Amazing!

I have been using Xero for 5 years now and can say this is the best app I have used to integrate xero with excel for management accounts. So easy to use, it has saved me hours of work!
PD
Peter Doe
Posted

Fantastic Product, Excellent Support

Am using this to create bespoke management accounts for a number of clients. Not only is the Add-In ridiculously intuitive and simple to use, on the occasion that I've had a technical query the support has been lightning fast (issue raised and successfully resolved within 10 minutes!) Have used DataDear in the past and this beats the pants off it in terms of both stability and technical support (even before DD was acquired by Intuit). Can't recommend highly enough.
TB
Tom Bodger
Posted

Great app for month end reporting with excellent customer support

Scott's add-ins has been invaluable for our month end reporting. I've tried many other reporting tools and none of them were customisable to exactly what I wanted, but Scott's add-ins solves this. We've created a template in Excel that sucks in all the actuals and budget data from Xero from all the group companies, and presents it exactly how we need it, so all we need to do each month is change the date and the numbers update, allowing us to concentrate on the analysis and commentary. Any time I've had to ask for help the team at Scott's Add-ins has been super helpful and responsive.

Response from Scott's Add-ins

Thank you, Tom for the very kind review. You are a pleasure to work with!
Additional info

App details

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

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