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E-Excel
Add-in
Click
Here for a E-Excel Add-in PDF Factsheet.
(Adobe
Acrobat Required)
The
E-Excel Add-in provides a dynamic link between Macola ES and Microsoft Excel.
This functionality is not restricted to the financial accounting packages,
but is available across the entire Macola ES suite. This link allows you to
generate your own overviews in Microsoft Excel using Macola ES data. You can
make your own calculations using the data in the Macola ES database without
having to type or export it. After adding transactions in Macola ES you just
refresh your worksheet, giving you immediate, up-to-date, dynamic reporting
capabilities.
Important advantages of
E-Excel Add-in are:
- Dynamic links with
the Macola ES database
- Easy to read data in
Excel with help of Macola ES functions
- Easy to set up standard
reports using a wizard
- Easy to set up reports
because of the integrated database
- Data input in MS Excel
and online modification in Macola ES, of, for example, budgets
E-Excel Add-in lets you
build your own reports using a wizard or standard formulas. These
formulas let you determine which information you want to retrieve, such as
a customer's outstanding items. In doing so you can add vour own variables,
such as customer number, financial year or date. These functions assist you
in dynamic reporting.
Integrated
menu options in Excel E-Excel Add-in gives you several extra menu
options in Excel so that you can work with the information directly from Macola
ES. These let you exchange information with Macola ES to retrieve your own
or standard reports. With these menu options, working in Excel with information
from Macola ES is user friendly and fast.
Administration
information
Using the information button lets you retrieve information like standard financial
year, lowest and highest financial year from any one of your companies. This
lets you easily select the right company for retrieving standard reports or
for setting up your own report. You can also open multiple companies at the
same time.
Search
function
With the 'search' function you can retrieve information from a master database
such as general ledger number, item name, cost center name and cost unit name.
If you have chosen a category, you get a total overview from Macola ES in
Excel with available values. From these you can choose an item from the master
data and use it in the Macola ES worksheet. This allows you to use the same
titles used in the system.
Function
wizard
With the function wizard you can quickly and easily retrieve information and
use it in your Excel report. For example, you can decide for an overview of
A/R open items, revenue by customer and revenue by item. This function is
particularly useful for creating your own reports.
Reports
In Excel you can retrieve several standard reports from a company. Some reports
are:
- Balance
- Aging analysis
- Revenue statistics
- Table information (any
table in the system)
- Budget
- Updating the system
With Macola ES it is possible
to enter budget information directly into Excel and update it in the Macola
ES system. This lets you set up budgets in Excel and update the information
for General Ledger budgets in Macola ES.
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