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  • Author Archives: Scott Miller

    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 […]

    Xero multi-currency considerations

    First off, the punchline:  The add-in works well for reporting on Income Statement accounts in a Xero multi-currency environment, not so well for Balance Sheet accounts. Why is this? The add-in works by summing up Xero journal lines that meet the criteria you specify in the =SCOTT custom function. Contrasting this approach with how Xero […]

    New function: =SCOTT.XTRACKM

    We are pleased to announce the release of a new function:=SCOTT.XTRACKM For those of you that are new to these pages, Scott’s Add-in for Excel and Xero, is a series of new, custom Excel functions that enable users to dynamically sum up Xero general ledger transactions into a single Excel cell. This new function builds […]

    What am I missing

    How to find a missing account code in your spreadsheet. When using our add-in to create financial art, sometimes we may inadvertently omit an account. Here’s a quick tip video on how to find that missing account using the =SCOTT.XRANGE function.

    The P&L is Dead

    Traditional financial reports have lost their appeal (if there ever was any) to entrepreneurs. The P&L and Balance Sheet are artifacts created by the accounting profession, designed to be the main outputs of a double entry accounting system. While well intended, these financial statements don’t satisfy the entrepreneur’s desire for financial information. The business owner, […]

    New function =XTRACKR is here!

    =XTRACKR extends our add-in for Xero, by allowing you to specify a range of Xero GL account codes, tracking category, and tracking option. The syntax looks like this =XTRACKR (Begin Account Code, Ending Account Code, Tracking Category,Tracking Option,Start Date,End Date) Some “use cases” of =XTRACKR include building a matrix P&L with departments or stores in […]

    Our Stand

    Accounting and finance professionals need to rapidly evolve their service offering to small business clients.  Why?  Technology. Technology will automate and commoditize the historical service offerings that professionals have relied on to earn income, and live a good life. Tax prep, bookkeeping, and more, will become the domain of machines.  Machines, powered by AI will […]