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11 results found
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1 vote
David Avery
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1 voteDavid Avery
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9 votesDavid Avery
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32 votes
An error occurred while saving the comment An error occurred while saving the comment David Avery
commented
To be able to clone your current organisation into a temporary organisation within Xero, so that you can import data from an old legacy system (spreadsheets, databases etc.) and then validate the results in Xero before importing/copying that data into your current organisation.
Simple to implement, you could suspend data entry and live bank feeds to the current organisation, copy it to the temporary organisation, import the new data, validate the temporary organisation is correct, then just rename the temporary organisation to your current one and enable the live data entry and feeds.
Similar to the Demo Company in Xero but just a clone of your live organisation, which you can then rename. In addition, Xero could check for any errors/differences between the two organisations.
This is critical when you're moving from an old legacy system (spreadsheets, databases etc.) to Xero to ensure accurate account submissions.
David Avery
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69 votesDavid Avery
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40 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
David Avery
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30 votesDavid Avery
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56 votes
Hi everyone, I appreciate feelings shared in not seeing traction as fast as you'd like to ideas you're interested across Xero Product Ideas.
Our community team are pure advocates for our customers ideas internally, making sure these are shared and highlighted to the teams and individuals that can make a difference, and doing our best to get ideas reviewed and into our teams planning wherever possible.
We receive ideas for incremental, and large changes to existing products, as well as for new features entirely. With so many customers the range of ideas coming from our users is large, and we cannot action all things at once.
We try to be transparent in our communication and updates to ideas across the site, even if this means there is no current development planned for a feature.
I can assure you the site here is a tool that all our product teams find…
David Avery
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3 votesDavid Avery
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81 votes
An error occurred while saving the comment David Avery
commented
Suggested years ago and still not implemented!
Importing & Exporting are basic features and should be standard. It would really help migration from other systems which would surely encourage more people to use Xero. I also want to import Expenses from an old system but can't do that either :((
I hope Sales, Marketing and the CFO read these suggestions!
David Avery
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5 votesDavid Avery
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Yes...but I also need some of the crazy constraints removing, so that I can import data e.g. Bills, Approve them, pay them (on paper), check the figures are correct and if not - reverse payment, reverse approval and then delete them but IN BULK!
Allow for the Live Organisation bank feeds to also feed the "dummy organisation"
I also need to import & export ALL data to/from the relevant fields in Xero e.g. Bills, Invoices, Expenses, Mileage, Tracking Categories, Bank Statements, Chart of Accounts etc.
Also I want to be able to lock accounting periods, import the data and then see if there are any discrepancies.