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We can migrate any number of historical years, both single and multi currency entities, customized Chart of Accounts.
This is a full transactional conversion wherein we bring Chart of Accounts, Contact Master, Item Master, Opening Trial Balance, Invoices, Bills, Bank Transactions and Manual Journals. - FAQ
- Chart of Accounts (We do custom mapping as well)
- Customer Details
- Supplier Details
- Opening Account Balances
- Aged Receivables
- Aged Payables
- Bank Transactions (Includes Invoice payments, Bill payments and other Bank Transactions) (All Bank Transactions reconciled as it was done in Saasu)
- Credit Card and PayPal Accounts (converted as Xero Bank Accounts)
- Classes & Customer Job (comes as "Tracking Category" in Xero)
- Items (comes as "Inventory" in Xero)
- All Invoices and Credit Notes Detailed
- All Bills and Credit Notes Detailed
- All Manual Journals
- Payroll (Payroll Setup, Employee details, Employment Terms, Pay Items, Pay Templates, Bank Information) Note
- Purchase Orders and Estimates (We import purchase orders and estimates as a "Draft" in Xero for a fixed fee)
- Wine Equalisation Tax (WET)
- The entire conversion and matching of Reports are done on ACCRUAL Basis.
- We make our best attempt to give you the exact image of your Saasu data, however, due to the limitations of few fields which are different in Saasu and Xero, we might have to use some workarounds to bring the transactions.
- Budgets
- Track Inventory
- Description
- Classes
- Items
- QTY and sales price
- Fixed Asset
- Expense Claims
- Memorised Transactions
- Payment Terms
- Custom VAT Rates
- Invoice Templates
- Time Sheets
- Repeating Invoices after the "Convert To" date
- Deleted/Void Transactions
- Allocation of Invoices or Bills against credit notes
- Transaction lines with Nil Values
- Sales Rep
- Customer Jobs
- Attachments
- Unreconciled Entry
- We are specialist in converting core financial information and we try our best to bring the other non-financial information as well, however, because of the limitation of APIs of both software’s, we might not be able to get few fields
- Chart of Accounts - Sub Accounts in Saasu are converted as Independent Accounts in Xero
- Chart of Accounts - Inactive Accounts, if used in Saasu in the conversion period are turned as Active Accounts in Xero
- Open Receivable and Payable Invoices shall contain only single line showing the unpaid balance of Invoice in Xero
- Multiple Accounts Receivables in Saasu are merged in single Account Receivable in Xero
- Multiple Accounts Payables in Saasu are merged in single Account Payable in Xero
- Multiple VAT Accounts in Saasu are merged in single VAT Account in Xero
- Custom Sales Tax Rates are converted into standard Sales Tax Rate with "Tax Adjustment" entry as separate line item in Xero
- Inter Bank Transfers may be converted through a Clearing Account in Xero
- Clearing Account is used in Xero for transactions where Accounts Receivable, Accounts Payable are passed as Journal Entry in Saasu
- Transactions without any contact / payee name in Saasu would be transferred as "No Name" contact in Xero
- System Accounts like Retained Earnings, Sales Tax Account, Realised Currency Gains are used in Xero for their counterpart accounts in Saasu
- We bring Wine Equalisation Tax (WET) by adding a description line item to the invoices having WET. Please note that we do not bring WET as a Tax Type.
- In Multi-Currency files, while feeding the opening balances on conversion date, Xero would use same exchange rate for the conversion date for all the Multi-Currency accounts. This might cause a difference in debit and credit side of trial balance, and produce a FX variance, which is brought over in Xero system account called 'Historical Adjustment"
- Rounding can be different in Xero and Saasu because of the data precision techniques used in both software’s.
- Blank Bill reference Numbers and Invoice reference Numbers:- In case we find any invoice or bill without a number, we use a dummy number example for Bills:- Bill1, Bill2 and for Invoices - Inv1, Inv2.
- Duplicate reference Number in bank transactions or invoices/bills:- In case we find duplicate reference numbers then we use transaction numbers instead of reference numbers or make the numbers unique by appending an extra character with a hyphen
- Limitation of Item number:- Xero have limitations of 30 characters for Item number thus for the item numbers more than 30 characters we have to trim them to 30 characters.
- Multi-Currency Transactions (brought over in same currency as they were fed in Saasu, same exchange rate as it was fed in Saasu)
- Total Accounts Receivable in Xero shall not exactly match the total of individual Accounts Receivable in Saasu because of the different exchange rates being used by Xero for reporting purpose
- Total Accounts Payable in Xero shall not exactly match the total of individual Accounts Payable in Saasu because of the different exchange rates being used by Xero for reporting purpose
- While feeding the opening balances on conversion date, Xero would use same/single exchange rate for the conversion date for all the Multi-Currency accounts. This might cause a difference in debit and credit side of trial balance, and produce a FX variance, which is brought over in Xero system account called 'Historical Adjustment"
Saasu Contact
Xero Contact
Saasu Item
Xero Item
Saasu Sales Invoice
Xero Sales Invoice
Saasu Purchase Bill
Xero Purchase Bill
Saasu Bank Spend Money
Xero Bank Spend Money
Saasu Bank Receive Money
Xero Bank Receive Money
Saasu Invoice Payment
Xero Invoice Payment
Saasu Bill Payment
Xero Bill Payment
Saasu Inter Bank Transfer
Xero Inter Bank Transfer
Saasu Journal
Xero Journal
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