Xero good accounting tool but needs improvement for plug in integrations.
December 12, 2021

Xero good accounting tool but needs improvement for plug in integrations.

Joyce Saint- Cyr BA MHA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Xero

First, I want to say, overall I LOVE XERO. Several years back, I made a business decision to only offer Xero. When we have clients who use other software, they have to agree to switch to Xero. Xero is good for training for new employees and business owners. The concept of money spent and receive helps business owners understand. The reporting is great. The reason I did not give them a 10 out of 10 is due to customer service. I wish similar to another larger company there was LIVE support. You can go weeks and never get anyone to respond. Xero loves responding with a video. This is great for larger firms. A company my size does not have the time to view a video, just provide the answer.
  • Cash Coding.
  • Fix posting.
  • Generate Financial Report.
  • Customer service.
  • Eliminating duplicate posting of contact.
  • More plug in similar the other major accounting software.
  • Xero has helped in regards to training new staff. Xero has made it easy for people to understand money spent and money received.
  • Xero has made it easy to show clients how to retrieve their information.
  • Xero has done a POOR way of transferring the QuickBooks account. I wish it would match the name to the one in Xero or allow you to match. I had that I have 2 of the same account when we upload a new client.
  • [I believe] Xero does a POOR job with the plugin. many people leave me because QuickBooks has the plug-in.
  • Timesheet tracker. {I feel that] Xero's is POOR. I use T.Sheet which was purchased by Quickbooks and I hate the new system.
Xero is easier to train but does not have all the plug-ins.
I have stated already reporting oh.... [in my experience] Xero does not do a good job when you have to remove and redo. Depending on if it's posted it will remain in the system when you have a conversion balance you cannot enter a journal entry. Very often when you have a new company you put in their beginning balances but to fix it you cannot enter age. The number (age) will not reflect in the financial reports.
Overall with the time to train.
Does not integrate with many of the plug-ins like QuickBooks.

Do you think Xero delivers good value for the price?

Yes

Are you happy with Xero's feature set?

No

Did Xero live up to sales and marketing promises?

No

Did implementation of Xero go as expected?

Yes

Would you buy Xero again?

Yes

My reason for not giving a 10 is the lack of plug-in and customer service.

Xero Feature Ratings

Accounts payable
7
Accounts receivable
4
Cash management
5
Bank reconciliation
8
Expense management
Not Rated
Time tracking
1
Fixed asset management
1
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
2
Electronic tax filing
2
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
1
Intercompany Accounting
1
Localizations
Not Rated
Journals and Reconciliations
9
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
6
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Pay calculation
1
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
6
Standard reports
9
Custom reports
8
API for custom integration
1
Plug-ins
3
Role-based user permissions
7
Single sign-on capability
8

Using Xero

6 - admin and bookkeeping
1 - owner managment
  • contact management
  • reporting
  • usability
  • budgetting
  • client management and financial reporting
i only use xero. i am disappointed with some of the plug in however I will see how the growth is in 2022. if they don't improve I may consider going to QuickBooks.