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User Documentation

User Documentation

Learn how to use RadiusCore with step-by-step guides, feature explanations, and practical examples.

Introduction to RadiusCore

An overview of RadiusCore, including its key features, core concepts, and how it helps users create cloud-connected reports in Excel.

Logging Into RadiusCore

Step-by-step instructions for signing in to RadiusCore, including authentication requirements and troubleshooting common login issues.

Keeping RadiusCore Up-To-Date

Learn how to keep RadiusCore updated with the latest features, improvements, and fixes to ensure optimal performance and compatibility.

Establishing a New Connection

Learn how to create and configure a new RadiusCore Xero connection, enabling secure access to your organisation's data.

Using an Existing Connection

Instructions for selecting and using an existing RadiusCore Xero connection.

Multiple Xero Connections

Connect to multiple Xero organisations and seamlessly switch between them while working in Excel.

Managing Connections

Keep your RadiusCore environment organised by learning how to manage, update, and maintain your existing connections.

Disconnecting Excel from Xero

Remove a workbook's connection to Xero while retaining the RadiusCore connection for later use.

Creating a Xero Report

Learn how to create Xero reports in RadiusCore, enabling live, cloud-connected financial data to be imported into Excel for analysis and reporting.

Understanding RadiusCore Xero Reports

Learn how RadiusCore Xero reports work, including report structure, cloud connections, refresh behaviour, and the key components that make reports dynamic within Excel.

Refreshing Xero Report Data

Learn how to refresh RadiusCore Xero reports to retrieve the latest data from Xero while preserving your report formatting, formulas, and workbook structure.

FAQs

Frequently asked questions

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