Review and approve the Xero Conversion Report, which includes a summary of the chart migration. This step ensures the accuracy of financial data mapping in Xero.
Steps to Sign Off:
Review the PSC Report: Check your email for the PSC report with a detailed chart migration summary.
Verify Financial Data Mapping: Confirm all financial accounts, transactions, and statements are correctly mapped in Xero.
Approval Process: Reply to the email with your approval once you have verified the data. Your approval finalises the migration process.
The screenshot below is an example of what the Xero conversion report looks like:
Note: Timely review and approval are crucial for a smooth transition and accurate financial data in the new system. If you have any questions or need assistance, please contact the support team at evolution@poolwerx.com.au.