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Xero

Posted by FirstTab PM | on Sat, 07/07/2012 - 10:45  1257  9 comments | report

I am gradually building up our client base on Xero. One area that has just dawned up is that I have not given any thought when a client who uses Xero leaves.

With VT I would have the software all the time and address any queries that may come my way at any stage. I can look at Trial Balance and by clicking the relevant line look at back up information making up the balance. I will not be able to do this with Xero since I would have removed the client from Xero. Is this one of the downsides of cloud based systems?

I would be grateful for comments on housekeeping that I need to follow on Xero before deleting the client from Xero.

Thanks

Comments
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I use FreeAgent but I suppose the principle is the same

SteveOH | Sat, 07/07/2012 - 11:53
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Xero subscriptions are transferable

garyturner | Sat, 07/07/2012 - 12:11
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But what if the client doesn't want to use the system?

Paul Scholes | Sat, 07/07/2012 - 12:31
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Data export plus read-only access?

Adrian Pearson | Sat, 07/07/2012 - 14:49
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Getting data out of Xero

garyturner | Sat, 07/07/2012 - 15:00
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How does client take on subscription?

sparkey999 | Sat, 07/07/2012 - 17:46
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Transfering a Xero practice subscription to client

garyturner | Sat, 07/07/2012 - 17:54
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Has been addressed but no real solution ...

JC | Mon, 09/07/2012 - 09:50

We'll get there

garyturner | Mon, 09/07/2012 - 20:47
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