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JacRox are Xero Gold Partners
Experienced Chartered Accountants
Sage to Xero Conversion Specialists: Focusing on Multi-Currency Transactions
Migrating your accounting data from Sage to Xero can be an intimidating task, especially when handling multi-currency transactions. That’s where JacRox Xero Specialists come into the picture. As leading accounting experts in the Northwest, we possess the necessary skills and experience to carry out even the most complex Sage to Xero conversions with precision and accuracy.
Why Choose JacRox for Your Sage to Xero Conversion?
At JacRox, we understand the unique challenges involved in transitioning from Sage to Xero. Recently, we’ve been tasked with several complicated conversions, including multi-currency Sage to Xero conversions. These are complex tasks that even other accountants have found difficult to perform. We’ve developed specialised expertise in this area, so if you have an existing Sage file in Euros or US Dollars that needs converting to Xero, you can rely on JacRox to provide a fixed price quote for the conversion.
Specialised Expertise in Multi-Currency Conversions
Our team has amassed significant experience in performing multi-currency Sage conversions. We have specialised expertise in accurately mapping euro, dollar, and other currency transactions into Xero. We rely on robust processes, honed over years of experience, to ensure the seamless mapping of foreign currency sales, purchases, and other transactions.
Customised Conversion Process Tailored to Your Needs
We don’t adopt a one-size-fits-all approach. Instead, we engage in an in-depth discussion with you to understand your specific requirements. Based on this understanding, we provide customised solutions—whether you need a complete historical data conversion or just the data from the last financial year.
A Balanced Approach: Automation and Manual Checks for Accuracy
While we utilise automated tools for efficient data conversion, we go a step further by manually verifying the data to ensure completeness and accuracy. This dual approach gives you the confidence that your financial records will be reliable post-conversion.
Proficiency Across Various Accounting Systems
Our expertise isn’t limited to Sage. Our Xero data conversion experience extends to the following accounting software solutions:
- Sage, including multi-currency
- Manual records, and many more.
You can trust us to handle conversions from virtually any source.
Our Comprehensive Step-by-Step Sage to Xero Conversion Process
We follow a structured conversion process aimed at delivering maximum accuracy while minimising disruptions to your business operations:
1. Clarifying Your Requirements
Our first step is a discovery call to understand your existing systems, data needs, and specific requirements for the Xero migration. This initial discussion helps us tailor the conversion process to your particular situation.
2. Data Extraction and Cleansing
We securely extract the relevant data from your Sage system based on our agreed-upon scope. This data is then thoroughly cleaned to eliminate any inconsistencies or errors before the actual conversion.
3. Initial Data Import into Xero
We import the cleansed data into your new Xero organisation, managing any complexities related to taxes, currencies, and other elements.
4. Rigorous Quality Checks
Our team conducts multiple quality assurance checks to validate the accuracy of the converted data. These checks include verifying account balances, transaction details, and taxes. We scrutinise the data down to the line-item level.
5. Error Rectification
If we identify any data errors or anomalies, we rectify them immediately by adjusting the conversion process. This step is repeated until we achieve 100% accuracy.
6. User Training and Ongoing Support
We conclude by training your team on how to use Xero effectively. Additionally, we provide ongoing support to address any challenges you may face in the initial stages of using your new system.
Special Focus on Multi-Currency Conversions
Our team’s specialised expertise in multi-currency conversions ensures:
Correct mapping of currency exchange rates for each transaction.
Accurate categorisation of foreign currency sales, purchases, and other transactions in Xero.
Proper reflection of opening balances in different currencies.
Incorporation of appropriate currency conversions in reporting and analytics.
Essentially, you get a seamless multi-currency experience in Xero, similar to what you had in your Sage system, without any discrepancies.
Get Your Free Quote Today!
We offer Sage to Xero conversions starting at just £1,500+VAT. Contact the friendly experts at JacRox Xero Specialists now for a free, no-obligation quote tailored to your unique needs.
You we can help you migrate your Sage data to Xero. Like Quickbooks, we would need to export the data from your current Sage accounting system, then have the data converted to Xero’s format and import the transformed data into your Xero UK account.
Once your data has been migrated, your transaction data will be available in Xero. You can generate and publish your report in Xero, referring to all your historical transactions. It’s one of Xero’s add-on features that enables complete transparency and control over your financial data.
Our data conversion and migration services are highly secure. We ensure the security and confidentiality of your data throughout the process. Furthermore, as an official Xero conversion partner, our software and methods comply with Xero’s best practices for data security.
No, your Xero due date and overdue data can be migrated. JacRox will convert and import all of your data, including overdue items. This helps ensure that your Xero financial reports reflect the actual state of your business finances without losing any information in the transition process.
We were instantly impressed with their approach to accountancy
Mark Moppet | Managing Director
JacRox is transformational, saving us hours a week in mundane tasks, making life easier.
Duncan Ogilvie | Managing Director
On every occasion we’ve sent an enquiry they’ve been straight back to us with an answer
Paul Mulderrig | Managing Director
Xero businesses we’ve helped achieve great things