Features

Features

Requirements

  • Microsoft Windows Vista, Windows 7, Windows 8, Windows 8.1, Windows 10, Windows Server 2008 or Windows Server 2012
  • Microsoft Excel 2007, 2010, 2013 or 2016

Data Access

  • Simply Accounting 2003-2006
  • Simply Accounting by Sage 2007-2010
  • Sage Simply Accounting 2011-2012
  • Sage 50 Accounting 2013—Canadian Edition (formerly Simply Accounting)
  • Sage 50 Accounting 2014—Canadian Edition
  • Sage 50 Accounting 2015—Canadian Edition
  • Sage 50 Accounting 2016—Canadian Edition
  • Form manager is compatible with Sage 50 Accounting only

User Interface

  • Connect to any number of companies
  • Access over 35 included reports
  • Update report at any time with up-to-date data
  • Create and modify report using drag and drop tools
  • Freeze reports so they cannot be updated
  • Drilldown on any amount for transations detail
  • Hide rows (and/or columns) with only zeros on any report
  • Online documentation and access to support from within Excel
  • Bilingual (english/french) interface

Create and modify reports

  • XLGL worksheet functions
    • Company information
    • GL balance
    • GL amount for period
    • GL/Project Budgets
    • Customer Order/Quote
    • Customer Owing
    • Vendor Order/Quote
    • Vendor Owing
    • Employee Hours
    • Inventory at a given date
    • Inventory variation in a period
    • Custom data access
  • XLGL Toolbox
    • Automatic Free Form Layouts (top to bottom and left to right)
    • Automatic Table Layouts
    • Workbook organization
    • Modules drag and drop interface
      • Company
      • General Journal
      • Customers & Sales
      • Vendors & Purchases
      • Employees & Payroll
      • Inventory & Services
      • Projects
    • Modify Layout properties
    • Custom query to access any information in the company file