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.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)
Reporting and Dashboards Features
- Financial KPIs
Groups Benchmark against companies within the same group
Non financial Integrate non-financial data sources for benchmarking
- Balance sheet
Brand Add your brand to the reports
Custom Create custom reports
Download Download reports as PDF
Graphs Include graphs and visual information
Tracking Report on tracking information via direct integration with accounting software
- Xero tracking
- Cost (from)
- 15 day free trial, fully functional, no credit/debit card required
- Free Practice Subscription
- Partner Program
- Accounting Software
- Data Sync
- Daily, Manual Sync, Real Time
- Non-Accounting Integrations
- Mobile OS Compatibility
- No mobile app
- Head Office
- Cincinnati (US)
- Cincinnati (US)
- Geographies Served
- Australia, Canada, Ireland, New Zealand, South Africa, UK, USA
- Support Channels
- Email, Screen Share
- Support Availability
- 11:00 – 22:00 GMT, Mon – Fri
- Live Online, On Demand Video, Self Guided
- Two Factor Authentication
- App Category
- Reporting and Dashboards
- Client Sector
- Accounting and Bookkeeping