Job Tracking in a MYOB Conversion
Note that Job/Classes are not currently converted with Reckon files. The following applies to MYOB files only.
Today we are excited to announce the second new conversion feature based on your feedback from Xerocon. A few weeks ago, we added the ability to choose how bank accounts are created in Xero. You can select whether they are Bank, Credit Card, PayPal, Current Asset or Current Liability.
Our next new feature is (drum roll please) ….
Job tracking and categories converted into Xero tracking categories
If a client used job details or categories in their MYOB file they come across in our conversions as tracking categories. This means that more detailed historical information is preserved for reporting and business analysis.
How do I make sure the jobs/categories are coming into Xero?
There is nothing you need to do, our conversion software automatically checks whether jobs and categories have been used in MYOB. If so, it creates a tracking category called job or category in Xero. Each job/category is created as an option, so that they are accessible for future transactions.
How are the options named?
We use the job/category names from MYOB. Descriptions do not come across as they are often too long to be useful. Equally job codes are mostly too short to mean much.
What if my client wants to use different tracking in Xero?
This is really easy to achieve by archiving the job/category tracking categories and setting up the new tracking you want to use.
What about jobs that have started before the conversion date?
We are not migrating job/category opening balances. The tracking only commences at conversion date.
You are able to add manual journals to add these opening balances if this is essential for you. Or you might want to choose an earlier conversion date so that the relevant job details are in Xero.
How is tracking applied during the conversion?
Categories are per transaction in MYOB where Xero tracking is by transaction line.
How does that work? Any transaction line that we migrate to Xero gets the correct tracking option applied to it. Where categories are used in MYOB, we just assign a category to each transaction line in that transaction.
Do I have to do anything to run job tracking reports?
As soon as you receive your Xero org you can run Profit & Loss, Balance Sheet and Tracking Summary reports by any job/category.
How do Header jobs convert?
Header jobs will be converted as Category options and will have $0 balances as they are not linked to other Category options in Xero. To manage this moving forward you can set up Tracking categories with Category options:
Limit on Tracking Options
Note that Xero has a limit of displaying 100 Tracking Options in the P&L and other reports. A file needs to have under 100 Jobs or Category codes for us to bring in this tracking information. If a file has more than 100 inactive and active Jobs or Category Codes in MYOB we can convert the file but without the corresponding Jobs/Categories.
For example if there are under 100 Jobs yet there more than 100 active and inactive Category codes then in this instance only the Jobs will convert.
If you would like us to try and delete the active and inactive jobs to less than 100 please contact us.
Xero Help Centre information on tracking
As always, please let us know if you have any other suggestions to make the conversion experience even better for you.
Wendy