Scott’s Add-in

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

  • Anaysis
    • Comparatives
    • Financial KPIs
    • Ratios
    • Variances
  • Benchmarking
    • Financial
    • Groups
    • Non financial
  • Consolidation
    • Balance sheet
    • Elimination
    • P&L
  • Reports
    • Brand
    • Custom
    • Download
    • Graphs
  • Tracking
    • Xero tracking
Cost (from)
£15.00
Trial
15 day free trial, fully functional, no credit/debit card required
Free Practice Subscription
Yes
Partner Program
No
Accounting Software
Xero
Data Sync
Daily, Manual Sync, Real Time
Non-Accounting Integrations
Excel
Mobile OS Compatibility
No mobile app
Head Office
Cincinnati (US)
Offices
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
Training
Live Online, On Demand Video, Self Guided
Two Factor Authentication
Yes
App Category
Reporting and Dashboards
Client Sector
Accounting and Bookkeeping