An approval trail on each posting
In Kumry, each posting to the ledger records who approved it and when, and the audit history shows who did what.
Switching from Xero
Bring your books from Xero to Kumry, and keep a record of the move
Kumry imports your chart of accounts, contacts and full history from Xero, reconciles the result to the cent against your source trial balance, and issues a signed migration certificate recording what moved and what was flagged.
From Xero to Kumry
- Read-only connection: nothing is written back
- Chart of accounts, contacts and full history
- Reconciled to the cent against the source trial balance
- Exceptions listed, not hidden
- Signed migration certificate
The move
Five steps from connection to certificate
You stay in control at each step, and you can see the result before you rely on it.
- 1
Connect, read-only
Connect Kumry to your current system. The connection only reads your books; Kumry never writes anything back. - 2
Choose what to bring
Pick what to bring across, from the chart of accounts and contacts to invoices, bills, payments, bank transactions and journals. Kumry shows what each choice depends on. - 3
Freeze and import
Work through a short freeze checklist so the source stays still. A final scan picks up anything that changed anyway, and a long import can be paused and resumed. - 4
Reconcile to the cent
The imported books are reconciled against your source trial balance to the cent, and anything that could not come across cleanly is listed for you to resolve. - 5
Keep the certificate
Kumry issues a signed migration certificate recording what moved and what was flagged.
Scope
What comes across
What Kumry can import from Xero. You choose what to bring across; the reconciliation and certificate cover what you imported.
| Records | How they arrive in Kumry |
|---|---|
| Chart of accounts and tax rates | Become your Kumry chart of accounts, with each account mapped and the mapping recorded. |
| Customers and suppliers | Become Kumry contacts, ready for invoicing and bills. |
| Products and services | Brought across for use on new invoices and bills. |
| Invoices, bills and credit notes | Imported with their lines, GST and status, so receivables and payables carry on. |
| Payments, overpayments and prepayments | Imported and applied to the documents they settle. |
| Bank transactions and transfers | Imported against your bank accounts so reconciliation starts from a known position. |
| Manual journals and opening balances | Imported so your balances pick up where the source left off. |
| Tracking categories | Brought across so reports split the same way they did before. |
| Quotes and purchase orders | Imported for reference and follow-up. |
After the move
What you get in Kumry
What Kumry is built around. A fair comparison uses your own books, so book a walkthrough and judge it with them.
Linked ledger history
Each posted entry in Kumry is linked to the one before it, so a change to an earlier entry would break the link and show up.
GST you can trace
Kumry prepares GST and BAS figures and opens each amount to the transactions behind it. You or your agent lodge with the ATO.
A record of the move
The migration certificate records what was imported, how it reconciled against your source trial balance and what was flagged. Kumry digitally signs it when it is issued.
Checklist
Before you switch
- Finish reconciling your bank accounts in the source up to the date you plan to move.
- Lodge, or agree a plan for, the current BAS period with your accountant.
- Tell anyone who enters transactions about the freeze while the import runs.
- Decide what history to bring across, and who will review the exceptions.
- Keep your payroll provider: Kumry does not include payroll today.
Switching from Xero: questions
Will Kumry change anything in Xero?
No. The connection to Xero is read-only: Kumry reads your books and never writes anything back.
Can I keep working in Xero while the import runs?
The freeze checklist asks you to hold off on changes while Kumry imports, so the source stays still. If something changes anyway, a final scan picks it up and tells you.
What if something does not come across cleanly?
It is listed on the migration result and on the certificate, rather than being dropped or adjusted silently, so you and your accountant can decide what to do with it.
What does the certificate record?
What was imported, how it reconciled against the source trial balance and what was flagged. It does not confirm that the underlying accounting choices were right.
Do I need to export files from Xero first?
No. You connect Kumry to your Xero organisation and Kumry reads the books through that connection. You approve the connection when you sign in to Xero, and you can disconnect it once the move is complete.
My accountant set up our Xero file. Can they run the move?
Yes. Bring your accountant into Kumry with an advisor code or an invitation, and they can run the import and review the exceptions with you.
What about payroll and bank transactions?
Payroll is not included in any Kumry plan today, so keep your payroll provider. Bank statements can be imported as CSV, OFX or QIF files.
Should I close my Xero subscription straight away?
That is your call. Business records generally need to be kept for five years, so plan how you will keep access to your old records, and keep the source available until you and your accountant are satisfied with the result.
Xero, QuickBooks and MYOB are trademarks of their respective owners. Kumry is not affiliated with or endorsed by them.
Ready to move from Xero?
Request access, or book a walkthrough and watch the import run on a copy of your own books.
Kumry accounts are set up on request: Get started takes you to a short request form.