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Elements Ideas

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Import from Xero

Being able to have a direct link to the Xero, similar to what tax filer had.

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    • Joseph King
      Reply
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      Dec 5, 2024

      Has this been completed?

    • Vicki SILVERA
      Reply
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      Oct 7, 2024

      Yes please

    • Tim Doyle
      Reply
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      Oct 4, 2024

      Yes please Nick!

    • Admin
      Nick Lloyd
      Reply
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      Oct 4, 2024

      Hi

      Some good news to share, we are now in a position to release this functionality to Elements Accounts Production Professional customers, if you would like early sight of this, please comment in this thread and will make it available first thing next week.

    • Admin
      Nick Lloyd
      Reply
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      Jul 30, 2024

      We are nearing completion, currently addressing a few remaining issues. Meanwhile, have you utilised the TB CSV import feature? This function allows the software to import an unedited Trial Balance from Xero, mapping it against a standard Xero chart of accounts. Any unique chart codes created for a specific client can be mapped prior to importing. The greatest advantage is that the software will recall these mappings for the subsequent year.

      4 replies
    • Tim Doyle
      Reply
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      Jul 30, 2024

      When is this being done?

    • Admin
      Nick Lloyd
      Reply
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      Jan 17, 2024

      Thank you for the suggestion are aim is to have this in the product during the first half of this calander year.