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Status Planned
Created by Lucy Clover
Created on Jan 15, 2024

Import from Xero

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

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  • 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.