GL Budget Figures

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 Get Xero GL Budget Value

You can enter budgets in you Consolidated XL sheet for analysis or use a function to extract Budgets held in Sage Accounting, Xero or QuickBooks accounts systems.

 

Get Xero GL Budget Value

Syntax: =CXL.GLBudgetXero( CompCode, GlCodeRange, Year, Period, BudgetName, [Options] )
Performance Rated:B

Parameters:

Parameter Description
CompCode Short code assigned by Consolidated XL, or by you to identify your company.
GlCodeRange “30” or name “Clothing Sales”
List “310,315,410” or “310,315,-410” gives (310+315)-410
Values from Major Headings. “#SALES”,”#COS”,”#PROFIT”,”#OVERHEAD”
Year 0 gives current year, -1 Previous …
2023 gives specific Year
Period 0 Current Period
1-12 gives specific Turnover for Period
100 Total up to current Period
106 give periods 1-6
112 All 12 periods
126 weeks 1 to 26 if asked by weeks
BudgetName Name of Budget
Options Optional
“” or beginning with “A” gives by Financial Accounting Period
beginning with “AQ” Financial Accounting Period Quarter
beginning with “CQ” Calendar Period Quarter
beginning with “C” gives by Calendar Month
beginning with “W” gives by Calendar Week (Week 1 starting first Monday in year)
Currencies:
GBP, USD, EUR etc will give all figures posted in that Currency
toUSD, toEUR will convert all Home currencies to Currency
toUSD202304, toEUR202304 will convert all Home currencies to Currency as of the end of Year/Month 2023 April
Currency Rates are updated every night
Combination of Options:
The options can be combines "C,toUSD" would produce a report in USD in Calendar Periods

Examples:

Example Query Function and Parameters
Get 310 "Main" Budget for 2023, Period 1 =CXL.GLBudgetXero(“EXAMP01”,310,2023,1,"Main",”” )
Get 310 "Main" Budget for 2023, Period 2 =CXL.GLBudgetXero(“EXAMP01”,310,2023,2,"Main",”” )
Get 310 "Main" Budget for Year 2023 =CXL.GLBudgetXero(“EXAMP01”,310,2023,112,"Main",”” )
Get 310 "North" Budget for Current Year, Current Period =CXL.GLBudgetXero(“EXAMP01”,310,0,0,"North",”” )
Get 310 "North" Budget for Current Year, Prev. Period =CXL.GLBudgetXero(“EXAMP01”,310,0,-1,"North",”” )