I'm posting here because I know someone will be able to help me. Xero's helpline people certainly can't.
Client currently pays for his standard Xero software.
We want him to move to a partner plan which I will pay for, but he needs to still be able to see past data in his standard plan, and I need to amend that for his 21/22 tax return.
Once he moves to a partner plan is this possible?
Replies (4)
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As far as I'm aware all that changes is the billing relationship. All the data stays exactly the same and stays available.
The partner only plans ex VAT monthly are:
- Ledger, £2, clients can only view reports
- Non-VAT cashbook, £5, clients can reconcile & view reports
- VAT cashbook, £9, clients can reconcile & view reports
All of the above wouldn't allow running of a sales or purchase ledger, but I think both you and the client would still be able to view past transactions in any case.