Writings, news, and opinions from your friends at Scott’s Add-ins.
The following Power Tip comes to us from Scott’s Add-in user and Excel guru, David Clements. David provides insights on how to leverage the =SCOTT.GLMULTI function and Excel. Thank you, David! The new =SCOTT.GLMULTI function allows multiple account inputs. While this method of selecting individual cells or ranges may be appealing to some, it is …
We have added a new function =SCOTT.GLMULTI . This powerful new function allows the user to specify non-consecutive GL accounts. The user can also specify a range in the formula. The syntax is: =SCOTT.GLMULTI (OrgID, StartDate, EndDate, [Accounts], [Accounts],…..) Here is an example: =SCOTT.GLMULTI (A1, A2, A3, B5, B8, B10:B15, B20) Where: A1 = Scotts …
We have added a new feature to function =SCOTT.QALL . Wildcards are now supported as values for parameters Class, Customer, Department, and Vendor. Wildcards open up all sorts of possibilities for building powerful dashboards to analyze financial results. A wildcard allows you to include ALL transactions for a parameter, regardless of the value of the …
Updated: January 7, 2023 You will note that we added an additional step to the authentication process. After the connect window, users are now able to select the specific organizations that will be used with the Excel workbook. After selecting the organizations, you will only see those organizations under the add-in Organizations tab. When you …
You may have just a few hundred cells in your Excel sheet that contain =SCOTT functions. Or you may have 400,000. Yes, we do have a user who has that many! As your use of the add-in grows, and your sheets become larger, you may experience longer recalculation times. Here a 5 tips to …
To allow multiple QuickBooks users to be connected via the add-in to the same QuickBooks company (organization), simultaneously, you will need to deploy this workaround. Please create a new QuickBooks user ID with QuickBooks admin privileges. Your add-in users will use this ID to connect to QuickBooks from within the add-in. For example, create a …
We are pleased to announce the release of our newest custom function for Excel and Xero, =SCOTT.XBUDGET. As you might expect, this function allows you to populate a cell in your Excel sheet with budget data you have entered in Xero. Here’s the syntax: =SCOTT.XBUDGET (OrgID, budget name, account code, beginning date, end date) A …
What to do, when off-the-shelf forecasting software doesn’t deliver what your client’s need? This is the situation U.K based, PennyBooks found themselves in. Existing Xero marketplace forecasting solutions, either didn’t provide the level of accuracy client’s needed, or required way too much data entry on the client’s part. Enter Scott’s Add-in for Xero. PennyBooks used …
First off, the punchline: The add-in works well for reporting on Income Statement accounts in a Xero multi-currency environment, not so well for Balance Sheet accounts. Why is this? The add-in works by summing up Xero journal lines that meet the criteria you specify in the =SCOTT custom function. Contrasting this approach with how Xero …
When adding a bank account to Xero, the user is not required to assign an account code to the account. The user can, in the future revisit this decision and assign an account code at a later date. However, the Scott’s Add-in database does not recognize any historical transactions made to the account PRIOR to …
Orphans: solving for Xero bank accounts with no account code Read More »
