Get GL Values Demo Wizard
This wizard will create 4 sheets to demo the Consolidated XL GL (General Ledger) functions, and the many ways it can get the Xero, QuickBooks or Sage GL Chart of Accounts Financial Values:
"GLDem1 Granula"
This Sheet shows the Granular functions being used to get Credit/Debt/Balance and Value for a Year/Period for one General Ledger Account or at General Ledger Heading level.
"GLDem2 Granula Consol."
This sheet replicates our "Income Statement / P&L Wizard", using the top row 3-8 to drive the figures in the columns below.
"GLDem3 Dynamic Periods"
This Sheet shows the Spill functions being used, which from one function can get many values easily for one General Ledger Account or a whole section of the P&L/Balance sheet.
"GLDem4 Dynamic Report"
This Sheet shows the Spill functions to get a whole report using one function P&L/Income Statement "#ReportPL" or Balance Sheet "#ReportBal".
Online Training
While not required, it may be helpful to complete the Training on functions and how they are used so that the concepts are more clearly understood.