Sharing workbooks created with Scott’s add-in

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 save, close, and reopen the workbook,  the previously selected organizations will be maintained.  So, when you subsequently share the workbook with a colleague or client, they will only be able to access data from the selected orgs.  

If you do not wish your client or colleague to be able to recalc the workbook with fresh accounting data, you will need to disconnect the orgs (Organization tab), save the workbook, then share it.

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