Getting Started

On this Page:
 How to install
 Example of GL functions
 Consolidated XL Demo
 Create with Wizards
 Tutorials
 Other Info

We recommend bookmarking this page since it contains a central reference manual and tutorial for Consolidated XL.

This software is currently available for Xero, with QuickBooks and Sage Online Accounting will be added in the spring of 2024. If you would like early access, then Contact Us. to enrol in QuickBooks and Sage Online Accounting Beta program.


How to Install

Within Office 365 Excel simply press Add-ins button on the Home toolbar in Office 365 Excel, and searching for "Consolidated XL"

How to install Consolidated XL

On Excel "Home" toolbar press [Add-ins] button
Search for "Consolidated XL".
Press [Add] to install in seconds

   Or alternatively, Office 365 Admin rolls out to users




Example of GL functions

The function CXL.GLVal() will Hot Link a single GL, or total, value for a period, whole year or YTD, by Financial/Calander Period, Quarter or by Weeks optionally filtered by Tracking code 1/2 from the F.A.S.T database.

CXL Company Code

One function to get the Value of GL Account 200 for period 1/2023

For GL Account "200" Sales:
Current year turnover: =CXL.GLVal( "ZDEMO01", "200" )
Year 2023 turnover: =CXL.GLVal( "ZDEMO01", "200", 2023 )
Year 2023 period 1 turnover: =CXL.GLVal( "ZDEMO01", "200", 2023, 1 )
YTD 2023 turnover filter by Rep MARK: =CXL.GLVal( "ZDEMO01", "200", 2023, 0, "MARK" )
      and for the previous year: =CXL.GLVal( "ZDEMO01", "200", 2022, 0, "MARK" )

   More examples of these CXL functions...




Consolidated XL Demo

 
 
   Consolidated XL in Depth Demo




Use Wizards to create reports and Customise Sheet

With the CXL Wizards, you can create a variety of reports in seconds.  Then you can easily customize and tailor it to suit your own specific needs...

  • 2 Connect to Company - How to connect to Xero, Sage Accounting or QuickBooks.
  • 3 Wizards - to quickly create Balance sheet, P/L Turnover, Age Debt, Stock, and Customer analysis.
  • 6 Drill Down - How to drill down on data to display Quick Charts and Transactions
  • 7 Checking Data is Correct - Use Consolidated XL to check against Trial Balance

Tutorial and Referance Guide

The following pages are a step-by-step tutorial and referance guide of how to use Consolidated XL, containing a video training course to help you get up and running in no time.


Other information

Please see our list of Demo Videos or FAQ for more information.

More specific FAQ for Xero FAQs, QuickBooks FAQs or Sage FAQs




Next Step

How to Connect to your Company Data