Successful Sage 200 to Xero Not for Profit

06/12/2024|Admin|Our Blogs

How we helped to achieve a successful Sage 200 to Xero not for profit migration.

Everyday Language Solutions, a non-profit organization dedicated to breaking down language barriers, faced challenges managing their financial processes within Sage 200.

The system’s complexity and integration limits led them to migrate to Xero, a flexible and intuitive platform.

We guided Everyday Language Solutions through a seamless migration, transforming their financial operations while ensuring accuracy and continuity.

Challenge

The organization’s bespoke invoicing system generated detailed invoices with multiple line items, categorized under various account codes.This setup worked in Sage 200 but raised concerns in Xero about transaction limits and potential inefficiencies.

Additionally, they needed clarity on how these invoices would impact Xero’s performance and data structure.

Solution

We approached the migration with a focus on:

Data Consolidation: We carefully analyzed the organization’s historical financial data and reformatted it to align with Xero’s layout. We consolidated multi-line invoices to preserve detail and reduce transaction volume by grouping entries under the same account code.

Addressing Invoicing Concerns: Our team reviewed their bespoke system’s output and confirmed that generating invoices with multiple lines could strain Xero’s processing limits over time. We suggested modifying the bespoke system to combine lines with the same account code before posting to Xero. This optimization reduced the risk of exceeding Xero’s limits while maintaining accurate financial reporting.

Smooth Transition: We executed the migration with precision, ensuring all financial data was transferred securely and without errors.

We mapped Sage 200’s data to Xero’s structure, enabling Everyday Language Solutions to hit the ground running.

Outcome – a successful Sage 200 to Xero not for profit migration

Everyday Language Solutions now enjoys the benefits of a streamlined financial management system tailored to their needs:

Efficient Invoicing: With consolidated line items, their bespoke system integrates smoothly with Xero, avoiding performance issues and maintaining detailed financial records.

Simplified Processes: The user-friendly interface of Xero empowers their team to manage finances with ease, reducing reliance on technical support.

Future-Proofed Solution: By optimizing their data structure, they are well-positioned for scalability as their operations grow.

The organization praised our consultative approach in solving their unique concerns and delivering a robust financial solution.

“Thank you for your hard work and effort in helping us migrate to Xero.
We were initially apprehensive about transitioning away from Sage, but the
outcome has been fantastic and your contribution has played a significant role
in making this such a smooth transition. Thanks again.”

Through thoughtful planning and expert execution, we enabled Everyday Language Solutions to embrace a modern financial system, paving the way for greater efficiency and focus on their mission.

Find out more of what we can offer HERE.