Keep current on the latest developments with Scott’s Add-in.
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 the adding of an account code. We call these orphaned transactions. This makes pulling accurate balances for these bank type accounts impossible.
No more! We have issued an update to the add-in that marries up the orphaned transactions with the new account code that has been assigned. Now, you can use the add-in to pull in balances for these bank accounts. So to get started on this:
Now you can setup some nifty spreadsheets that show your bank balances by day, week, month, you name it!
Create financial art!