Troubleshooting Post Conversion

Troubleshooting – Xero – Overpayments with VAT/Tax
Note: This usually just relates to users operating the Cash VAT/Tax Scheme with customer or supplier payments on account. Symptom: Account balances are ...
Thu, 28 Nov, 2024 at 12:26 PM
Troubleshooting – Xero – Overdue invoices/bills
Symptom: The Xero Dashboard figure for invoices/bills overdue may be more than the awaiting payment amount or seem unreasonable. Cause: Xero does not ta...
Thu, 28 Nov, 2024 at 12:26 PM
Troubleshooting – Xero – Missing Customers / Suppliers
Symptom: Looking at Customers or Suppliers in Xero shows less than expected. Cause: Contacts without an invoice or bill raised against them will display...
Thu, 28 Nov, 2024 at 12:26 PM
Troubleshooting – KashFlow – Trial Balances Don’t Agree
Cause: KashFlow provide the option to “Include Opening Balance” when generating a Trial Balance report. Explanation: Most accounting systems generate Tr...
Thu, 28 Nov, 2024 at 12:27 PM
Limitations – Complications – Converting from FreeAgent
TABLE OF CONTENTS Corporation Tax Smart User Payments Flat Rate or non-VAT/tax registered Stock Foreign Currency FreeAgent Trial Balance report Data...
Thu, 28 Nov, 2024 at 12:28 PM