Limitations – Xero – What data won’t be converted?

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