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 moreMoving your Practice to Xero
Every successful move to Xero starts and ends with the business. Before you start your conversion it is recommended that you scope out your needs in advance so we can discuss the best service to for you. Following are some areas you could consider when you plan the move to Xero. Do you want to … Read moreThe 8 Essential Conversion Questions
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 moreGwen Neri
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 moreKathy Kleidon
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 moreRoss Sampere
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 moreFrancois Genis
Prior to completing a Bachelor of Commerce (Accounting) in 2012 Zowie spent over 10 years working within small businesses. She has previous experience in management, bookkeeping and public practice accounting. It was during the latter that she was first exposed to Xero and received Xero Certification. She enjoys training and assisting clients to ensure an … Read moreZowie Hondow
Wendy has over 20 years experience in marketing and relationship management. Her career spans Kodak (Australasia) Pty Ltd in Melbourne and ESP Print Management in Brisbane. Wendy is responsible for supporting and communicating with our client base to ensure they are kept up-to-date with all the latest developments. Wendy enjoys being outdoors which includes the … Read moreWendy Elms
We hear people say they have to juggle their conversion to Xero to coincide with the end of quarter or financial year. That is true if you are using conversion balances, but as we do full transactional history with open invoices and bills you can convert at any time and continue in Xero where you left off … Read moreAvoid the EOFY rush and take advantage of Xero now!
Our bank statement PDFs to CSV file service has traditionally been used to fill the bank feed gap in Xero following conversion where the bank can’t provide digital history. However I’ve seen quite a few really large conversions come through this year which made me curious as to how else this is being used. I … Read moreDrowning in Bank Statements? Jet Convert to the rescue!
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 moreSaving time with batch deposits and payments
There are a number of differences in regards to GST handling that you need to be aware of when moving from one accounting package to another. These can impact you regardless of whether you are converting over yourself or using our conversion service. They mainly apply to Tax Exclusive invoices and when the entity is … Read moreGST MYOB & Reckon Vs Xero and the Reality
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 moreReviewing Payroll data 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 moreCreating a Payrun 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 moreShortcuts in Xero
NOTE: This service available only to Jet Convert Partners. Please visit the Jet Convert Partner Program page for more information. Using a standard Chart of Accounts across all your Xero orgs works nicely to streamline your report packs and provide ready comparisons. However getting there can be a pile of work if you import the Chart … Read moreCustomise your Chart of Accounts into Xero
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 moreA history conversion option to suit every file
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 moreJob Tracking in Conversions
After uploading your file, if you selected a premium package you can then select how you want bank account types to appear in Xero. In your file bank accounts will be set as either bank, credit card, asset or liability accounts. We recommend that any accounts that require bank feeds or reconciliation should be set … Read moreBank Account Mapping
Updated: April 2019 In my role as Business Relationship Manager I get a lot of inquiries from Xero Partners wanting to understand the conversion process. If you have never used us before, the unknown may be daunting – but in reality it is all very straightforward! https://youtu.be/uL-Yf6dc0-g 1. Prepare the source file There is some ‘tidy-up’ … Read moreConverting to Xero – blow by blow!
Changing your GST Accounting basis at any time, be it post conversion or some time in the future, will have an impact on the GST history. For example, with moving from Cash to Accrual all the transactions once flagged at Payment/Receipt for BAS reporting will now be ignored and reorganised to have GST recognised at invoice … Read moreChanging GST Accounting Basis following a conversion