Xero Post Migration Support: We Don’t Disappear After Go-Live
Post-Migration Xero Support: We Don’t Disappear After Go-Live
Moving your financial data into Xero is an important part of a migration, but it isn’t the end of the project.
Once you start using Xero day to day, questions naturally come up.
Where has this balance come from? How should a particular transaction be processed? Why does a VAT return look different from the old system? How should the team handle a process that worked differently in Sage, Access, Dynamics or another legacy system?
This is exactly why our Xero migrations include post-migration support.
At Migrate My Accounts, our job isn’t simply to import your historical data and hand over the Xero organisation. We want your finance team to understand the new system, feel confident using it and know where to come if something doesn’t look quite right.
As a Xero Platinum Partner and Xero Migration Certified specialist, we support businesses before, during and after their move to Xero.
What Happens After Your Xero Migration? Why post migration support matters
Once your migration has been completed and reconciled, we provide a handover and support period to help you settle into Xero.
Depending on the scope of your migration, this typically includes:
- 2 months of post-migration email support
- Xero training for your team
- Assistance with your first VAT return in Xero
- Help understanding how migrated transactions appear in Xero
- Support with migration-related reconciliation queries
- Guidance around bank feeds and opening processes
- Help identifying differences between your previous accounting system and Xero
- Advice on Xero features, reporting and integrations where appropriate
The purpose is simple: you shouldn’t go from having a migration specialist working closely with you one day to being completely on your own the next.
Your First Few Weeks in Xero Matter
A historical migration can reproduce years of accounting history, but your team still needs to become comfortable with how Xero works going forward.
And Xero will not always behave in exactly the same way as the accounting system you have left.
This is particularly important when moving from larger or older systems such as Sage 200, Sage 50, Access Dimensions, Access Financials, Microsoft Dynamics, Exchequer or other ERP systems.
There may be differences in areas such as:
- financial periods and transaction dates
- foreign currency and revaluations
- VAT treatment
- control accounts
- departmental or cost centre reporting
- bank reconciliation
- aged receivables and payables
- reporting structures
- integrations and connected applications
We explain those differences as part of the handover rather than leaving your finance team to discover them afterwards.
Xero Training Built Around Your Business
Generic Xero training can be useful, but after a migration we already understand much of your financial setup.
We know your Chart of Accounts, we know how your tracking categories have been structured.
We know which systems you’ve migrated from and where the important differences are.
That means we can make your Xero training relevant to the way your organisation actually works.
Training can cover areas such as sales and purchase invoices, bank reconciliation, VAT, reporting, tracking categories, foreign currency and other processes relevant to your finance team.
For many migration projects, 2 hours of Xero training is included as part of our service.
Help With Your First VAT Return – our most Xero popular post migration support
The first VAT return after changing accounting systems is one of the areas where businesses understandably want additional reassurance.
Depending on the timing of your migration, transactions included within a VAT period may exist partly in the previous system and partly in Xero.
Historical VAT treatments may also behave slightly differently after migration.
Where included within your migration package, we help you review your first VAT return in Xero, explain anything affected by the migration and help make sure you understand the position before submission.
We don’t simply migrate the VAT history and leave you to work out what happens next.
Migration Queries Don’t Always Appear Immediately
Some questions only become visible once you begin working with the migrated data.
You might discover an old transaction while reviewing an aged report.
A member of the finance team may query how something has been migrated.
An accountant may ask for the reconciliation behind a historical balance.
Or you may encounter a process in Xero that works differently from your previous accounting system.
This is why we retain detailed knowledge of our migration projects and provide a post-migration support period.
If something relates to the migration, we’d much rather you ask us than spend hours trying to reverse-engineer what happened.
And If You Need More Xero Post Migration Support?
Some businesses are completely comfortable after the initial handover.
Others want us to remain involved.
We can provide additional Xero support, training, reporting and automation assistance where required.
We also regularly help clients review Xero integrations and reporting tools, including solutions for:
- management reporting
- group and multi-entity reporting
- spreadsheet integration
- automated data extraction
- dashboards
- workflow automation
- specialist Xero applications
Our migration knowledge can be particularly useful here because we already understand the structure of your Xero organisation and how your historical data has been built.
A Migration Should Leave You Confident, Not Dependent
Our aim isn’t to make clients dependent on us indefinitely.
It is the opposite.
A successful Xero migration should leave your finance team with accurate historical data, clear reconciliations and the confidence to use Xero properly going forward.
But while you’re getting there, we’re available.
Some of our client relationships have continued for years after the original migration, while others need very little help once the handover is complete.
Both are successful outcomes.
Why Migrate My Accounts?
We specialise in complex historical accounting data migrations into Xero.
Our experience includes migrations from Sage, Access, Microsoft Dynamics, Exchequer and other accounting and ERP platforms, including large-volume and multi-entity projects.
As a Xero Platinum Partner, we combine accounting knowledge, migration experience and technical expertise rather than treating migration as a simple data import.
And our involvement doesn’t end the moment the final transaction reaches Xero.
We migrate, we reconcile, we explain, and we stay long enough to make sure you’re comfortable with what comes next.
Planning a Move to Xero?
If you’re considering migrating to Xero and want to understand what happens both during and after the migration, we’d be happy to talk through your project.
Tell us which accounting system you’re moving from, how much history you’d like to retain and any particular complexities in your data.
