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    Writings, news, and opinions from your friends at Scott's Add-ins.

    New function =XTRACK is here!

    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 account code, tracking category, and tracking option. The syntax looks like this

    =XTRACK(Account Code,Tracking Category,Tracking Option,Start Date,End Date)

    • if you wish to select journal entries that do NOT have an assigned Tracking Category, simply leave the Tracking Category blank. For example, =XTRACK(Account Code,,,Start Date,End Date)

    Some “use cases” of =XTRACK include

    • building a matrix P&L with departments or stores in one column, and varying financial periods in the other columns.
    • percentage comparisons from one Tracking Option to another.

    Here’s a two minute video that walks you through the new function.

    Give it a try, and create some beautiful, financial art!