Sage XRT Advanced Customization

The Sage XRT Advanced template lets you tailor analytics and reporting to your organization’s structure and business needs. This section describes available customizations that help you adapt reporting workflows and ensure your financial data remains accurate and actionable.

In this section:

Feature	Description
Excel Add-in	Connect and analyze Sage XRT Advanced data directly in Excel, refreshing reports and performing advanced ad-hoc analysis.
Recalculate Account Balances	Manually trigger account balance recalculation to include late or back-dated transactions and ensure balances are complete and accurate.