Premier Education Group: 9 Companies Migrated from Sage 200 to Xero
An urgent nine-company Sage 200 migration designed around continuity: open purchase orders for ApprovalMax, period-by-period reconciliation, Fixed Assets support, training and VAT handover.
The project.
Premier Education Group came to Migrate My Accounts through a recommendation from its Xero account manager. The group needed nine Sage 200 companies moved to Xero quickly, with practical work required around purchasing, fixed assets, VAT, training and the first weeks of operating in the new system.
What the project included
- Open purchase orders for ApprovalMax
- Supplier bank details held outside Sage
- Xero Fixed Assets support
- Monthly reconciliation comparisons
- First VAT return support
- Full Xero training
Moving quickly without losing the accounting trail.
The programme had a tight deadline, so the work needed to progress quickly across the nine companies while still producing evidence behind each completed migration. We carried out the extraction, transformation and import work and returned reconciliation evidence as entities were completed.
Keeping the purchasing process moving into ApprovalMax.
Open purchase orders were included so Premier could continue its purchasing and approval workflow after the move and integrate with ApprovalMax. This avoided treating the accounting migration as separate from the operational process the team needed immediately after go-live.
Bringing in data held outside Sage 200.
Supplier bank details were maintained outside the source accounting system. These were incorporated into the agreed migration work alongside client data clean-up so the destination setup was more useful from day one.
Reconciliation across accounting periods.
We prepared high-level reconciliation reporting together with monthly comparisons and period-specific checks. Where transactions sat outside the expected accounting period, we investigated the difference, made the agreed adjustments and sent supporting evidence back to the client.
Fixed Assets, VAT and Xero training.
The project also included support setting up Xero Fixed Assets, full Xero training for the team and assistance with the first VAT return. Post-migration support remained available for questions about both Xero and the migrated data.
Client feedback
“Florentina made what initially seemed like a daunting project on a tight time line feel straightforward and almost effortless.”
Jane Ringer, Premier Education Group · Google review
What this project demonstrates
An urgent migration still needs to consider what happens immediately after the import: purchase approvals, supplier payment information, fixed assets, VAT, user training and evidence that each accounting period arrived where expected.