Other Considerations

Other Considerations

Attachments

Invoices, PDF's or other documents attached within the source file do not convert. 

Audit Logs

Audit logs are unique to when data is posted in the accounting system so they cannot be brought across to Xero. 

Bank Rules

Bank Rules do not convert and will need to be set up post conversion.

Billable Expenses

Billable expenses cannot be assigned during the conversion. This information can be updated post conversion.

Budgets

Budgets do not come across as part of a conversion and can be set up post conversion.

Fixed Asset Registers 

Fixed Asset Registers do not come across during the conversion.

Notes

Information in "Note" fields are not converted.

Reports

Custom reports will not convert and will need to be recreated in Xero following conversion

Time billing / Activities

Please note Time-billing / Activities information will not be converted.



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