Moving from Microsoft Dynamics NAV (Navision) to Xero does not mean leaving your accounting history behind. We migrate detailed transactions, allocations, VAT, foreign currency and financial dimensions, with reconciliation back to NAV.
Florentina helped migrate 10 years full transaction history from our on premise microsoft dinamics nav system to Xero ahead of time and on budget. An excellent, professional and efficient service from start to finish. I would recommend her services to anybody needing support migrating to Xero.
Each migration is scoped individually. These are the accounting records and services we commonly include, subject to the agreed proposal.
Agreed years of sales, purchases, credits, payments, journals and bank transactions.
Account mapping or restructuring, customer and supplier clean-up where required.
Historical VAT values, original currency amounts and balances where applicable and achievable.
NAV dimensions reviewed for Xero Tracking; customer and vendor applications assessed.
Trial Balance, aged ledgers, bank and VAT checks with documented exceptions.
Xero training, post-migration email support and first VAT return assistance as agreed in the proposal.
We scope the history and reporting structure, extract the data (normally using Jet Reports), agree mapping and dates, import into a trial Xero organisation, then reconcile before final approval.
History, entities, volumes, FX, tracking, attachments and timing.
Collect the source data using the appropriate reports or access route.
Agree Chart of Accounts, contacts, tracking and restructuring.
Load the agreed historical data into a controlled Xero organisation.
Compare the result to the source and document exceptions before handover.
We provide a reconciled Xero organisation and a handover pack for the agreed scope, typically including source-to-Xero Trial Balance comparisons, aged debtor and creditor checks, bank and VAT reconciliations, mapping schedules, and documented exceptions or adjustments.
The client reviews the trial result before approval. Training, post-migration support and help with the first VAT return are included where agreed in the proposal.
Project-specific scope is confirmed after we review your source system and data requirements.
Yes. We scope the years and detailed accounting records required, subject to Xero’s practical limits and the agreed source-to-destination treatment.
Jet Reports is our preferred method. If it is unavailable, we can assess alternative extraction routes before confirming feasibility and scope.
Most projects take around 3–7 working days per company once extraction and scope are agreed. Complex or multi-entity projects may take longer.
Often, but Xero has two active Tracking Categories. More extensive NAV dimension structures may need agreed restructuring or a reporting application.
We review posting dates, document dates and historical reporting requirements with your team, then agree the date treatment and document any material reporting differences.
Yes, both can be included in a scoped migration. We assess currency history, allocations, entity structures and reconciliation requirements.
A reconciled Xero organisation and agreed evidence pack, including Trial Balance and aged-ledger checks, VAT and bank review, mapping and documented exceptions. Training and support follow the proposal.
Manufacturing, detailed inventory movements, operational orders, bespoke modules and some system-only history may require separate applications or archiving.
We’ll confirm the data we need to scope the migration properly.
