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Using the Customer Support Portal
- Navigating & using the portal
  - Customer Support Portal: Overview and Features
  - How to use the iplicit Customer Support Portal
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General Ledger
- GL Reconciliation
  - What is the purpose of the opening and closing balances on GL Reconciliation?
  - Why are the Period/Date options greyed out on a new GL Reconciliation?
- GL Postings
  - How do I view the General Ledger postings of my Purchase invoice?
  - What usage tick boxes do I need to tick for debtors control account default?
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  - How to set up a new Legal entity
  - Can I change the name of a Legal Entity in iplicit?
User Access
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Email & Communications
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Bank
- Bank Account
  - How to set up a new bank account
  - A bank name is missing from the list how do I add it?
- Bank Reconciliation
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- Bank Charges
  - How do I set up charges?
- Bank Transfers
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  - How do I post a receipt received into the bank of one Legal Entity and allocate it to an invoice raised in a different Legal Entity?
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Tax
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Budget
- Budget Set up & Management
- Budget Imports
  - Resolving the “Incorrect Syntax Near the Keyword 'FROM'" Error During Budget Import
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- Workflow Substitutions
  - How can I assign someone to approve my documents while I'm on holiday/leave?
  - How to disable workflow substitution
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- Credit Notes
  - Can I allocate a Purchase Credit Note to a Purchase Order?
  - How do I enable prepayments on a document?
- Invoices
- Suppliers
  - Why can't I recreate a deleted Supplier using its old code?
  - How do I set up a supplier for multi tax authorities?
- Prepayments
Sales
- Sales Orders
  - How do I write off a sales order?
- Automations
- Credit Notes
  - Can I create a Sales Credit Note template?
- Customers
  - Is it possible to merge two customer accounts together as one is a duplicate?
- Deferred Income
- Sale Invoices
  - How do I create a custom Sale invoice document?
  - How to Move a Customer Receipt to another Customer Account?
Intercompany
- Intercompany Functions
  - Can I review the intercompany balances between Legal entities?
  - How can I move a balance from one legal entity to another?
Asset
- Fixed Assets Managment
Projects
- Project Set Up
  - Why is my new project not available on documents?
Import & Export
- Importing
  - How do I resolve an Auto Reversing Journal import doc_date error?
Stock
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  - Cin7 Core Connector
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Downloads
- Excel Add-In
  - I am having difficulties with excel working, what can I do?
  - What Excel add-in formulas are available?

What Excel add-in formulas are available?

Modified on: Thu, 15 Jan, 2026 at 2:15 PM

In the iplicit user guide, we currently feature 43 iplicit Excel add-in functions that enable you to extract balances from profit & loss or Balance sheet data. In addition to this there are 13 functions that return specific data from contacts, catalogs & attributes.

Kindly review user guide link below for detailed information on how each function operates and the type of information it retrieves.

Excel Add-In | iplicit

The user guide offers more context on what the function does as well as providing an example of how it can be populated. In addition to this there is also help on how to set up the add-in and recalculate formulas applied on the worksheets.

Please note users that intend to use the Excel Add In must have the user permission 'Excel Functions All' added to their user account to be able to run any formula or function.