How will you do business moving forward?                                                                                                                                               Are there areas in the firm's practice management you would like improved or intend to change? How do you see your business moving forward?                                                                                                                                                                        Please select the following items that apply to how you want to be able to run your business, and add any comments or questions for our enablement team.

Data Requirements With our data conversion services we will import the following from your previous system:    Current clients & client info    Non-clients (non chargeable)    Client relationships (e.g. directors, shareholders, shares, trustees, beneficiaries, partners, %'s etc)    Jobs (e.g. annual, GST)    Up to 10 custom / user defined fields / attributes    Timesheet tasks    Costs / disbursements    Employee details

Aged WIP balances convert as current opening WIP balances.  Note that if you do elect to convert WIP balances, these balances would require a job in Xero Practice Manager to assign these against. E.g. "Opening WIP Balance Job".  Generally we suggest billing out as much WIP as you can prior to converting data. Opening debtor balances Aged debtor balances convert to the Xero Practice Ledger as current opening debtors.                                                                                                                Additional Info:

(When you want to turn on Xero PM for e-filing)