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Xero

Best App That Connects Xero With Excel

Finding The Best App That Connects Xero With Excel

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.  …

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How to Connect Excel to Xero and Enhance Your Accounting Data Workflow

How to Connect Excel to Xero for Seamless Xero Excel Integration and Enhance Your Accounting Data Workflow

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 xero excel integration makes the connection between Microsoft Excel and Xero more than just a …

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Partner Profile – PennyBooks

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 …

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Orphans: solving for Xero bank accounts with no account code

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 …

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