Overview
In order to provide another tool to give our clients the ability for robust, customizable financial reporting, Accounting Seed has partnered with Xappex, a leader in providing connected solutions with Salesforce.com. Through the use of the Xappex G-Connector Add On for Google Sheets, Accounting Seed users can now create dynamic and robust financial reports in Google Sheets that can be customized and updated easily.
Using a function created by Xappex for Accounting Seed, users can build highly customized financial reports using their own rows and columns, arranged, sorted, and formatted in any manner that suits their needs. Subtotals and totals can be placed in any row or column and both dollar and percent changes can be calculated.
Comments
6 comments
It would be great if Accounting Seed produced a knowledge base article on using this tool.
This way usage instructions would show up in searches on the website.
For example, it took me a couple of tries to realize that the "YTD" term only works up to the last closed period. If you include an open period in the range, the YTD values are incorrect.
Have you found any good resources on it?
No. The custom report generating tools are very difficult for such an expensive program.
I was able to build my custom P&I report. But periods have to be closed for YTD to work. And the loading times are excessive when loading more than a period or two.
Here is a link the documentation for the formula on Xappex.com's website: https://www.xappex.com/docs/g-connector/basic-features-g-connector/integration-with-accountingseed/
Will the Xappex - G Connector app be able to create a "Percent of" column? For example, my client is requesting a custom Balance Sheet and Income Statement with a Percent of column. See example below. Custom Financial Report Definitions does not have this capability.
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