We are excited that you have decided to transfer your Accounting system to Xero. We have been working with Xero for 4 years and the innovation to evolve their cloud based software far out weights our expectations.
To follow is the scope of works we will undertake to transfer your Accounting file to Xero.
- Set up general company information
- Financial & GST Setting
- Set up of your Chart of Accounts
- Account Opening Balances provided by Accountant for the end of the financial year
- Bank Account in order to start bank feeds
- Import Bank Transactions from Prior to Set Up
- Users and User Roles for access to your Xero file
- Job Tracking Categories
- Standard invoice Template
- Customised email message to appear when contact clients.
- Adhoc tasks associated with the set up.