Post-conversion tasks Xero

Post-conversion – Xero
We try to make your conversion as comprehensive as possible, aiming to save you as much time as we can. However, there are some things that we are not able ...
Thu, 28 Nov, 2024 at 1:07 PM
Post-conversion – Xero – Bank reconciliation
We try our best to convert the bank reconciled status of transactions, but this is not always possible. Xero prevents us from marking some transactions as r...
Fri, 6 Dec, 2024 at 10:00 AM
Post-conversion – Xero – Check VAT/tax codes
If you set default VAT/tax codes in the chart of accounts or on contacts etc. then we likely won’t have converted these. You may wish to amend the individua...
Thu, 28 Nov, 2024 at 1:07 PM
Post-conversion – Xero – VAT/tax
Clean up VAT/tax We do not set your VAT/tax number and return periods although we do convert your tax transactions. This is something that you will want to...
Fri, 6 Dec, 2024 at 12:41 PM
Post-conversion – Xero – Allocating payments
If we’ve applied workarounds there could be invoices or bills that were paid and allocated in the source system that we haven’t been able to convert as allo...
Fri, 6 Dec, 2024 at 12:30 PM
Post-conversion – Xero – Foreign currency
The recommendations below may not always be required or optimal for your user case. Please read them carefully and consider if they are relevant to you befo...
Thu, 28 Nov, 2024 at 1:07 PM
Post Conversion – Xero – FreeAgent Corporation Tax Calculations
If you’re a company that converted from FreeAgent, the automatically posted journals relating to corporation tax won’t have been converted. The only one of ...
Thu, 28 Nov, 2024 at 1:07 PM