Writings, news, and opinions from your friends at Scott’s Add-ins.
#NAME is the error Excel returns when it cannot determine the syntax in your formula. As of this writing, we are seeing more frequent instances of #NAME being related to formulas that have been modified by Excel itself. Rather nefarious. An example of one of these is =FUNCRES.xlam =SCOTT_GLACCOUNT SOLVER.xlam The cause of this …
In this article, we’re going to show you the step-by-step on how to transfer data from Xero to Microsoft Excel in a way that automates the manual, simplifies the complex, and keeps your data as current as your client’s demands.
The add-in now supports Xero multi-currency accounts. If you use the add-in with a Xero organisation that is setup in Xero as a multi-currency organisation, please read the following to understand some of the nuances of using the add-in to calculate balances for these accounts. We “cache” the transactions for these accounts for an hour. …
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 …
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