Move your books from Xero, Sage or Pastel.

From your old system.

• The trial balance at the conversion date. Debit and credit columns, or one signed balance; Xero, Sage and Pastel number formats are all read.
• The open invoices and bills by customer and supplier, so debtors and creditors arrive with their detail and the control accounts can be checked.
• Or the general ledger. Renvo derives the trial balance from it, so there is one source and nothing to reconcile by hand. An uploaded trial balance is then used purely as a check.
• Later: bank statements for the months you want, imported the usual way. Payroll year-to-date through Take-on Balances, so the first EMP501 reconciles.

Preview, then post.

• Matches each account by code, then by name. Unmatched accounts are listed for you to map. If nothing has posted yet, your chart is adopted as it is, with your codes.
• Recognises the debtors, creditors and bank control accounts and replaces them with the detail you supplied.
• Checks that the control totals agree to the detail. If they do not, the difference is stated and nothing posts.
• Shows the full journal it intends to write before it writes anything.

A conversion that is out by R12,40 on day one is out by R12,40 for life. That is why the tool refuses rather than rounds.

Pick a clean date.

The start of a financial year or a VAT period is cleanest. Mid-year works too: convert as at a date, then post from there. Your old system is not changed, so keep it for the history and for comparison.

Run both. Compare. Then decide.

The trial is long enough to reconcile a month, run a pay run and pull a trial balance beside the old one. If the figures agree, you have moved. If they do not, you have lost nothing.

Questions.

I am on Xero, Sage or Pastel. Can I move?

Yes. Export the trial balance with the open items, or the general ledger, and Move onto Renvo shows you exactly what will be posted before it posts it. Payroll take-on balances carry the year-to-date. Run both systems for the 14 days and compare.

Which systems can I move from?

Xero, Sage and Pastel exports are recognised. Any trial balance saved as a CSV with account code, name, debit and credit columns can be read.

Can I run both for a month?

Yes. The trial gives you 14 days. Import one month's statements into Renvo, run a pay run, and compare the trial balance with the old one.

Who does the conversion?

You, or your accountant. There is no charge either way.