Xero

Appreciate not entirely a Modano question, but maybe something that others here have faced: how to import from Xero with Tracking Categories.

I know that pulling data through (into Modano) by individual Tracking Category is possible - and works perfectly where the financials are tracked by Region for example (where number of regions may be relatively simple). But I have a couple of projects that have their PRODUCTS booked as Tracking Categories and wish to model in Modano by Product. And I am talking about dozens (creeping to 100+) of Products.

Hi,

Has anybody managed to capture the Tracking feature within Xero to integrate with Modano's mapping facility? I'm referring to Xero's relatively limited feature whereby a Tracking Category can be defined, say "Sales Region", with associated Tracking Options of "Northern Division", "Southern Division, "Western Division" - at the Sales/Invoice stage within Xero this is selected and thereafter is a reportable element. This would be fabulous to harness withtin Modano's mapping from Xero....

Hi,

I am importing my first set of Xero accounts from a client into my model and finding that Xero is a little untidy in the presentation of Fixed Assets: Computer Equipment, Computer Equipment Additions, Computer Equipment Laptops for example. Has anyone hit this problem before? i.e. potentially 4 or 5 import lines, to feed 1 Category. I don't want to ask client to re-arrange their Xero setup, but then again I don't want to end up with 20 Categories in my Fixed Assets block....

Am I missing something?

thanks

Kevin