Demo Videos

Quick Demo Video showing consolidated Income Statement created in less than 2 mins.



 
 
 
 

Consolidated XL in Depth
 
 
   Consolidated XL in Depth
  0:00 What is Consolidate XL?
  1:10 Create Consolidated P&L / Income Statement Demo
  2:58 Consolidation Wizard
  3:30 Quick Explanation of how it works
  4:10 Specifying a Different Rep (Cost Centre)
  4:48 Change to Age by Weeks
  5:20 Converting to different reporting currency
  5:45 Drill down and Quick Charts
  8:00 GLVal() granular function in detail
  9:00 Online Help & Standard/Pro Explanation
  10:10 Company Dashboard using GLValSpill() function
  12:20 Reporting at GL Heading & Category Level
  14:30 GLValSpill() function in detail
  15:00 Get P&L/ Balance sheet with ONE function call
 
 

Consolidated XL - Your Secret Wand for Financial Wizardry

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Training Videos

Training 1 - GL Granular Functions
 
 
   Training 1 - GL Granular Functions
  0:00 Intro
  1:30 Start New Sheet
  3:15 Get GL Name
  4:00 Get 12 months of Sales figures + YTD
  6:20 Add Dynamic Period Heading
  7:30 Ageing Method and Currency conversion
  9:00 Filter by Cost Centre (Reps in Tracking2)
  10:20 Current Balance of Bank Accounts
  11:30 Income Statement Wizard in seconds
  13:30 How Relative Periods work in it
 

This is the first training video in our series, starting with the basics to HOT LINK your Xero, QuickBooks, or Sage Chart of Accounts to Excel. Refreshed when opened within seconds, ideal for Consolidation and Financial Planning and Analysis.

   Training 1 - GL Granular Functions text version, click here

 


Training 2 - GL Spill Functions
 
 
   Training 2 - GL Spill Functions
  0:00 Intro
  1:00 Get a list of GL Codes and Cost Centres
  4:50 Get Multiple Period values for GL Account
  6:10 Add Headings to rows with Cost Centres filter
  7:00 Get a totals of whole section
  8:50 How to get function help
  8:40 Get a whole section of Accounts or P&L in one call
  10:40 Get all current Bank balances
  12:00 Get a whole balance sheet in one call
  12:20 Demo GL Wizard
 

This is the second training video in our series, we use one function to get a whole bunch of values to HOT LINK your Xero, QuickBooks, or Sage Chart of Accounts. Refreshed when opened within seconds, ideal for Consolidation and Financial Planning and Analysis.

   Training 2 - GL Spill Functions text version, click here

 


Wizard : Age Debt & Forecast Payments
 
 
   Wizard : Age Debt & Forecast Payments
  0:00 Intro
  0:35 Using the Age Debt Wizard
  1:30 Forecast Payments from 3 companies
  2:20 List of Debtors
  2:40 Change the Aging Intervals
  3:15 Drill Down & Quick Charts
  4:20 How do the CXL functions work?
  5:15 Non-committed figure
 

The above video demonstrates how a Consolidated XL wizard can hotlink Xero, Quickbooks and Sage Age Debt & Forecast Payments to an Excel spreadsheet. Updated in seconds when reopened, enabling you to build your own customised cash flow forecasts for your clients or boss. Plus it has Quick charts to visualise your Xero, Quickbooks and Sage financial data, with drill down to the transactions.

   Wizard : Age Debt & Forecast Payments