Xero is a widely used accounting software for SMEs, with millions of users around the world. While Xero provides many useful features for managing financial data, some users have found that the reporting functionality is somewhat limited. Although Xero offers standard reports that meet most needs, users who require more in-depth analysis may need to put in extra work to get the results they want.

To help users and accountants retrieve data from Xero for further analysis, we have developed an Add-in that provides formulas for obtaining account debit/credit information for month-to-date, year-to-date, and closing balances. These formulas enable users to analyze financial data in a more efficient and effective way, allowing them to gain deeper insights and make more informed decisions.

As we continue to develop and improve our Add-in, we welcome feedback from our users to help guide our efforts. We plan to add more formulas in the near future to further enhance the capabilities of our tool and provide even more value to our users.

We are committed to providing users with powerful and user-friendly tools that help them achieve their financial goals. Our Add-in is designed to make it easier for users to analyze financial data and gain insights that can drive business success. Thank you for considering our tool, and we look forward to working with you to achieve your financial objectives.