As an accountant, your days are already a juggle between numbers, client meetings, and reviewing Xero data to ensure your clients’ financial records are up to date. In the midst of all this, you’ve got to send insightful financial reports to your clients–often using Excel to pull accounting data from various sources into one place. …
Finding The Best App That Connects Xero With Excel Read More »
As an accountant, your days are filled with numbers, client meetings, and, let’s face it, significant data management tasks. Your ability to deliver precise and timely financial reports is not just a service but the core value you offer. This makes the connection between Microsoft Excel and Xero more than just a convenience–it’s a crucial …
How to Connect Excel to Xero and Enhance Your Accounting Data Workflow Read More »
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. …
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 …
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 »
When using Xero to record accounting entries with Tracking Codes, we can use the Scott’s add-in function =XTRACK to report on entries that do not have a tracking code assigned. Here’s a two minute video that explains how.
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