Check out the updated Prepare for Evolution section for the latest training schedules/recordings and support articles.

LXV | Updates and Releases
- System Status
- Enhancements
  - Evo Platform | Enhancements tracker
- Updates
  - Update | Van inventory management change (2024-09-02)
LXV | Morning Opening Procedures
- Sales Register [ Lightspeed]
  - LXV | Opening Register and Cash Float Before Trading
  - LXV | How to view History of Open/Close Register
- Van inventory check [ Lightspeed]
  - LXV | Checking Negative Van Inventory Before Dispatch
LXV | Sales to Payment
- Processing Job Invoices [Vital + Lightspeed]
- Lightspeed Promotions
- Retail Quotes [ Lightspeed Only]
  - LXV | How To Create Retail Quote in Lightspeed
  - LXV | How To Find Created Retail Quotes - Lightspeed
LXV | Prepare for Migration
Vital
Lightspeed
XERO
- Xero Franchise Partners & Finance Managers
- Xero Payroll Officer
- Xero Employee / Staff members
  - Xero Employees & access to Xero Me
- Xero fast track
  - Xero | Fast track | Finance Manager
- Xero Admin
Windcave
- Applying for Windcave
  - Windcave | How to Apply
  - Windcave | Migrating to Windcave
- Set-up Windcave
  - Windcave - how enable Wi-Fi on the terminal
  - Windcave | Setting up Windcave in Xero, Lightspeed and Vital
- Using Windcave
NetSuite | Employee Management
- Employee Self Service (ESS) Centre
NXS | Servicing and Scheduling
- Mobile App
Systems Updates and Releases
- General Updates
- Saturdays and Emergency Packs
  - System down | Business Continuity pack
- Past one-off issues
- Release Notes - 2024 February
  - NextService | Release 27 Feb 2024
Evo Platform | Admin / Integrations
- Integrations
  - Integrations | Overview
  - Integrations | Lightspeed/Xero - Inventory & COGS calculations
Agent Solutions
- PSC Related questions
  - First store opening (Mobile Only)

Finance Prep | Sign off Xero conversion report

Anderson da daSilva

Modified on: Fri, 31 May, 2024 at 3:23 PM

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.