Moving your Practice to Xero

  Considerations to ensure a successful transition for your entire Accounting Practice or Bookkeeping business to Xero So you have decided that Xero is the way forward for your Accounting Practice or Bookkeeping business. It should be pretty easy to make that happen – right? However, change always brings with it some degree of pain, … Read more

Don’t wait until EOFY take advantage of Xero now!

We hear people say they have to juggle their conversions to Xero to coincide with the end of quarter or financial year. This would only be true if you are converting using conversion balances, but we do a full transactional history conversion. Including open invoices and bills (and closed Invoices and bills for the transactional … Read more

Gwen Neri

Gwen graduated with a BSc Accountancy in 2003 from Leyte College in Ormoc, Leyte , and worked with a number of companies over the 12 years before she started working for Jet Convert in the account fixing team. Companies included food manufacturing, building and construction, and an NGO with disadvantaged children. Gwen has a passion for … Read more

Kathy Kleidon

Kathy started her career in a regional bank as a developer, back in the days when Cobol was king, and during her initial career helped in call centres, implementing telephone banking, and data conversion and financial systems first as a programmer then as a project manager. She has returned to the workforce and is one … Read more

Ross Sampere

Ross has an amazing brain. Not only does he grasp the most complicated conversion rules, he is also able to turn them into clear documentation and fast code. He juggles the various conversion projects we are working on with ease and always goes straight to the source of a new challenge. The other amazing quality … Read more

Francois Genis

Francois started his career in Manufacturing industry and then got involved in Software Project implementation and data migration. Loving the challenges the IT industry brings, he then went on to study database programming. Francois now has over 18 years experience in the IT industry, and has been working as a Business Analyst and Project Manager for … Read more

Saving time with batch deposits and payments

In Xero you can use batch deposits and payments to work more efficiently and reduce manual processing. Batch deposits allow you to receive payments for multiple invoices at once. This is useful for depositing cash and cheques. Batch payments are a fast way to pay multiple bills at once. They can also be used to make wage payments … Read more

Reviewing Payroll data in Xero

Xero payroll is a powerful tool to minimise the time it takes to manage payments to your team as well as superannuation. To get the most out of Xero it needs to be correctly set up. When Jet converts clients from a different accounting system, we set up the payroll with the settings from the … Read more

Creating a Payrun in Xero

Here are the four easy steps steps for creating a pay run in Xero. 1. Prepare employee data Information about your employees and payroll history is in your payroll tab. If this is your first payrun in Xero we recommend that you check your payroll data prior to preparing the payrun. If you select the overview you will find … Read more

Shortcuts in Xero

We have all experienced the time saving features available in Xero such as bank rules and Xero Me for employees, amongst others. Here are some neat tips and tricks to make your experience using Xero even better. Xero keyboard shortcuts These are really useful keyboard shortcuts which work not only in your browser, but also … Read more

A history conversion option to suit every file

Updated September 2019 ******** Some businesses do not want to bring over transactional history but instead want a clean start in Xero.  To address this need we now offer no or limited history options in addition to the usual conversion with full transactional history. Your options include: Current month history only $0 balances Transactional history. … Read more

Job Tracking in Conversions

If you have used Job details, Categories or Classes in your file they come across in our conversions as Tracking categories. This means that more detailed historical information is preserved for reporting and business analysis. How do I make sure the jobs/categories are coming into Xero? As long as there are less than 500 Jobs … Read more

Bank Account Mapping

Updated May 6, 2021 Bank Account Mapping is available with Insight and Accelerate Packages. Standard Package Under the Standard Package we convert the chart of account based on the account type in the source file – for example: Bank Account, Credit Card, Paypal – Will be setup as such in Xero (pending your bank feed … Read more