Xero setup & support
Xero conversion and opening balances
Moving accounting systems starts with reliable records. We review the cut-off date, chart of accounts, customer and supplier balances, bank balances and the information that needs to move. The aim is to start Xero with a controlled opening position rather than carry old errors into a new system.
- System and workflow assessment
- Chart of accounts and opening balances
- Customer and supplier take-on
- Bank rules and reconciliation routines
- User training and processing support
- Management report configuration
Bank rules, reconciliation and month-end
Bank feeds save capture time, but transactions still need the right allocation and supporting documents. We help design bank rules, investigate unreconciled items, review duplicate imports and set a repeatable month-end routine.
Xero training and management reporting
Training follows the work your team actually performs: invoices, bills, bank transactions and review of the reports. We also help align the chart of accounts with the management information the owner needs, including profit, expenses and cash flow.
