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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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.
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.
During our launch of Scott’s Add-ins at Xerocon, we heard from a number of Xero advisors about the importance of having an Excel function that addresses Xero‘s Tracking Category capabilities. With this in mind, we have developed our newest function =XTRACK =XTRACK extends our add-in for Xero, by allowing you to specify the Xero GL …
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