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 […]
You may have just a few hundred cells in your Excel sheet that contain =SCOTT functions. Or you may have 400,000. Yes, we do have a user who has that many! As your use of the add-in grows, and your sheets become larger, you may experience longer recalculation times. Here a 5 tips to […]
To allow multiple QuickBooks users to be connected via the add-in to the same QuickBooks company (organization), simultaneously, you will need to deploy this workaround. Please create a new QuickBooks user ID with QuickBooks admin privileges. Your add-in users will use this ID to connect to QuickBooks from within the add-in. For example, create a […]
We are pleased to announce the release of our newest custom function for Excel and Xero, =SCOTT.XBUDGET. As you might expect, this function allows you to populate a cell in your Excel sheet with budget data you have entered in Xero. Here’s the syntax: =SCOTT.XBUDGET (OrgID, budget name, account code, beginning date, end date) A […]
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 […]
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 […]
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 […]
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 […]
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.
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.