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Xero Multi-currency accounts
The add-in now supports Xero multi-currency accounts. If you use the add-in with a Xero organisation that is setup in Xero as a multi-currency organisation, please read the following to understand some of the nuances of using the add-in to calculate balances for these accounts. We “cache” the transactions for these accounts for an hour. …
GLMULTI Power Tips
The following Power Tip comes to us from Scott’s Add-in user and Excel guru, David Clements. David provides insights on how to leverage the =SCOTT.GLMULTI function and Excel. Thank you, David! The new =SCOTT.GLMULTI function allows multiple account inputs. While this method of selecting individual cells or ranges may be appealing to some, it is …
New Function GLMULTI
We have added a new function =SCOTT.GLMULTI . This powerful new function allows the user to specify non-consecutive GL accounts. The user can also specify a range in the formula. The syntax is: =SCOTT.GLMULTI (OrgID, StartDate, EndDate, [Accounts], [Accounts],…..) Here is an example: =SCOTT.GLMULTI (A1, A2, A3, B5, B8, B10:B15, B20) Where: A1 = Scotts …
Using Wildcards for function =SCOTT.QALL
We have added a new feature to function =SCOTT.QALL . Wildcards are now supported as values for parameters Class, Customer, Department, and Vendor. Wildcards open up all sorts of possibilities for building powerful dashboards to analyze financial results. A wildcard allows you to include ALL transactions for a parameter, regardless of the value of the …
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 …
5 Tips to Decrease Recalc Time
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 …
Using the add-in with multiple QuickBooks users
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 …
Budgeting just got easier with =SCOTT.XBUDGET
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 …
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 …