Xero Review
April 02, 2024

Xero Review

Clair Galloway | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Xero

Full accounting function. Only problem that I have is that there is not a salesperson field that I can allocate to specific clients.
  • Reporting
  • Invoicing
  • Cashbook
  • No salesperson field
  • Reduced time spent on capturing
  • needs something like dochub to import Invoices where a project can be added before import
I previously used Pastel, which I hated, since moving over to Xero I have had such rewarding experiences using the program. 8 months of using Xero and I'm learning more all the time, especially functions that save me time.
It is definitely a more cost effective solution for our small business
Integrating with SimplePay was a painless transition
A lot of functions are very similar but QB is a bit less user friendly

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

The overall functionality is excellent, very user friendly and I really have no problems except that there is no salesperson field

Xero Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
10
Electronic tax filing
10
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Inventory tracking
Not Rated
Dashboards
10
Standard reports
5
Custom reports
10
Plug-ins
10
Role-based user permissions
10