LOVE it! Just need a small improvement
May 02, 2023

LOVE it! Just need a small improvement

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xero

We use Xero as our accounting software & practice management software within our practice so it is used on a daily basis. It is used to store client details and records, used to prepare and lodge tax returns, used to log our timesheets within the firm and serves as an integrative platform with our other software programs. It solves the issue of having too many data bases to update when a client changes details etc

Pros

  • Xero tax - (creating tax returns for lodgement)
  • Client data base
  • Reports/report builder

Cons

  • Timesheets sometimes dont work
  • Xero tax sometimes doesnt load
  • Integrate with monday.com (workflow manager)
  • Improved the firms productivity
  • improved the firms capacity
  • Lead to a drastic increase of clients
Xero is a million times better than handisoft. Firstly, it is cloud based so you can access it from anywhere you have internet connection which has been great during the working from home era of the pandemic. Secondly, its client data base is much easier to search and edit compared to handisoft and it integrates with other platforms such as BGL Cas360, so you only have to update one data base instead of multiple

Do you think Xero delivers good value for the price?

Yes

Are you happy with Xero's feature set?

Yes

Did Xero live up to sales and marketing promises?

Yes

Did implementation of Xero go as expected?

Yes

Would you buy Xero again?

Yes

Xero practice manager works perfectly, it just needs a better dashboard/hub to better manage the workflow. it would be great if you could customise the dashboard/workflow to suit your practice's needs and processes instead of a "better way" to do things as it doesnt always align with the accounting practice.
The contact support line is always so prompt with replying to my queries and support tickets - i dont have any feedback
It is perfectly suited to an accounting firm that wants to use more cloud based accounting system. It is perfect for firms that have most of their clients on Xero, as you can pull through the published reports in the clients Xero file directly to their tax return. It needs more improvement with the workflow manager - it needs to be more transparent to the other members of the team so we can all see how much work we all have on and how they are progressing.

Xero Feature Ratings

9.2
Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
10
Expense management
8
Time tracking
8
Fixed asset management
9
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
10
Self-service portal
10
Global Financial Support
Not Rated
Primary and Secondary Ledgers
9
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
10
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
8.0
Pricing
8
Order entry
Not Rated
Credit card processing
8
Cost of goods sold
8
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
10.0
Pay calculation
10
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
7.0
Dashboards
3
Standard reports
9
Custom reports
9
8.0
API for custom integration
8
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated

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