Fresh Starts simplifies the process of converting data to streamline your accounting needs. Whether you have messy files, need to upload in bulk, or want accurate results fast, Fresh Starts has got you covered. All Subsidized by Xero to make them more affordable to you!
At this point in time, it's available for US only. It's under the development stage for Australia yet.
Key Features
Messy Files? No worries!
No need to clean up or prepare your files before converting—simply upload them, and we'll handle the rest.
Pressed for time?
Upload your files quickly and easily without any need for pre-conversion preparation.
Fast turnaround? We’ve got you covered!
Upload your files, and our efficient process ensures a swift and smooth conversion.
Bulk uploads simplified!
Convert multiple files at once with our streamlined bulk upload process.
Accuracy guaranteed!
Rest easy knowing that our conversion process ensures precise and reliable results.
Fresh Start Conversion Options Explained
1. Organization Setup
We set up the foundation for your organization. This includes:
Note: Opening balances aren’t included in this setup, but these can be added after the conversion process if required.
2. End of Month Balances
Your balances reflect accurately at the end of the last month. Here’s what is covered:
- Full organization setup
- Conversion balances for the last month (based on the file’s upload date)
- Invoices & Bills: These details won’t be transferred, but you can add them after the conversion if necessary.
Optional: You can also request monthly comparative balances.
3. Monthly Comparative Balances
This option provides conversion balances with a detailed monthly comparison:
- Full organization setup
- Monthly "Spend" or "Receive" money transactions that replicate the trial balance for the period selected
- Conversion balance as per the start of the previous month
- Invoices & Bills: These details won’t be transferred, but you can add them after the conversion if necessary.
- If you convert mid-month, we provide a comparative balance as of the date of upload.
- If you select Monthly Comparative Balances - CY (Current Year) or Monthly Comparative Balances - CY+1 (Current Year plus one Previous Year), this selection determines how far back the monthly comparative balances will be available in the converted Xero organization.
4. Current Month Transactions
For up-to-date insights and so you can hit the ground running, we can load the transactional details for the current month, including:
- Full organization setup
- Open invoices and bills for the current month ( including Invoices and Bills open prior to the current month)
Optional: You can request monthly comparative balances with this setup.
Whether you’re converting data from the past or setting up new accounts, Fresh Starts ensures a smooth and efficient transition. If you have any special requirements or need help at any step, our support team is ready to assist!