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  1. Xero Support - Support chat feature

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    14 comments  ·  For small businesses » Subscription & support  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.

    We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.

    This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.

    Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.

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    Nedim Musli commented  · 

    Hi team,

    We are currently your active users on Xero and we have several agencies.

    Since the beginning of 2023, we moved to another accounting software "Oracle Netsuite" however, we never closed our accounts on Xero and the bank feed remained active.

    Due to some changes required, we are planning to return back to Xero again and we have few questions regarding the transfer of data from Netsuite to Xero.

    1. Bank feed - We have agencies that have over 600 bank transactions showing on Xero (which we have allocated them on Netsuite). We read the information for transferring supplier and client invoices however, what would be the best way to solve the bank feed reconciliation? We want to avoid connecting the invoices to the payments one by one as it requires a huge amount of time.

    2. What is the best way to match our chart of accounts from Netsuite to Xero?
    if we do an import and replace some of the codes: for example if we replace t"380 - staff entertaining (Xero)" code with "3800 - staff entertaining (Netsuite)" as an import, is it going to replace 380 with 3800 on Xero and also apply these changed backdated for all our previous data on Xero?

    3. In general, what would be the best way to discuss this case? Do you offer an agent that might have a call with us and provide a support/help with this case?

    Please note that this is urgent for two of our agencies: Drumhorse and Selbey Anderson as we are planning to move back next month.

    If you are able to schedule a call with us, would be the best way to explain ourselves.

    Please feel free to contact me at nedim.musli@drumhorse.co.uk

    Regards,
    Nedim

    Nedim Musli supported this idea  ·