After The Session: How To Exceed With Excel Add Ins

Jennipher Noble

Oh Excel, how I love thee, let me count the ways... then use a formula to graph it. Excel really is a power house of a tool and something I've used everyday of my professional life. So how great is it that Financial Edge has add-ins to make it even more robust?!? With over 600 people in attendance, I'm not the only one interested in these helpful additions. In this session we did a review of the add-ins that are available, with a concentration on Journal Entry and Budgets. With demos and the basics of how to troubleshoot the connection, this hour long session was packed with information. If you missed it, no worries! Click below to view it again!

Watch Financial Edge NXT: How to Exceed with Excel Add ins OnDemand Here


Now on to your most asked questions:


Q: Can you remind me how to install an excel plugin?

A: Depending on your system, you can go through the Marketplace or from Control Panel. From FE NXT go to Control Panel > Applications >Available Apps > click Connect under which ever one you need.


Q: Does anything auto populate for the Journal Entry Batch Creator?

A: Yes! When you enter an account number, the corresponding account description and class are auto-populated. Also, when you enter a project ID, the project description is populated.


Q: Are there any budgets that you can't work with using the Budget Add-in?

A: You cannot edit finalized or inactive budgets. You can also create a new scenario ID as needed.


A big thanks to everyone that came to the session! As always I hope to see you at our next Success Session!