We only currently convert the core accounting information and not the following types of data:
- Sage archives or backup data that isn’t “open” or “live”
- Sage Departments tracking for opening (conversion) balances
- Sage Cloud (SageOne) Analysis Types (equivalent of departments)
- Budgets
- Project data/Job Costing
- Stock or inventory invoice lines or stock amounts*
- Product/Service/Sales Items*
- Sub-account structure of the chart of accounts (Xero has no sub-accounts)
- Accounts that have never had any transactions
- Deleted or cancelled transactions
- Fixed Asset Registers
- Sales and Purchase Orders
- Quotes/Estimates/Draft/Unposted invoices or bills
- Bank statements
- Memorised Transactions
- Default nominal codes, payment terms or tax rates
- Custom tax rates (see workarounds used)
- Filed tax returns (tax transactions are converted not returns)
- Tax journals made to non-system accounts
- Templates such as invoice templates
- Timesheets/Time Records
- Payroll and Employee Records*
- Transactions after the “Convert To” date
- Nil value invoice line items
- File attachments (optional extra on certain conversions)
- CIS details (transactions are also unlikely to convert correctly)*
- Unpaid expense claims
- Charity fund codes
- Custom fields (invoices/bill/contacts)
If the option to convert departments is not displaying on the Conversion Setup page then no department data (or equivalent) will be transferred.
*Associated transactions will be converted ie. for a stock item, the purchase would be converted but no stock will be present on the transaction