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
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
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!
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
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! 1. Prepare the source file There is some ‘tidy-up’ work … 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