Settings and activity
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1 vote
David Avery
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1 voteDavid Avery
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1 voteDavid Avery
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28 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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51 votesDavid Avery
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31 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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13 votesDavid Avery
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53 votes
Hi Paul-John, appreciate your feedback here. Our team are constantly reviewing new as well as sharing and rallying for many of the trending ideas across the site here.
Hopefully you feel more of the interaction overtime.
We take ideas seriously and this does mean sometime may need to be put into evaluating an idea internally before it's position is updated in the community here. There are many factors that weigh into the product decision and development process that extend beyond the site alone and some ideas require careful consideration from multiple areas and people throughout the business. Where possible we will do our best to openly set expectation and you can use the Status of an idea to better understand it's position.
David Avery
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2 votesDavid Avery
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63 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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2 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.