Xero Reviews Read Customer Service Reviews of www xero.com

You or your employees can create an unlimited number of projects. You can share specific projects with your employees or keep them private. Projects can have a contact, description, estimates, due date, tasks, and more. Xero offers 800+ integrations with third-party apps to help you run your business more efficiently. If that’s not enough, Xero also integrates with Zapier, connecting the software with hundreds of additional add-ons.

Xero lets you connect your credit card and bank accounts directly to the software, or you can manually import your bank statements. Once you connect your bank or credit card account with Xero, you’ll be able to categorize your expenses, split transactions, and more. Xero smart categorization remembers the past transaction categories you used and automatically categorizes new transactions for you.

• Xero also helps one have a clear understanding of your business by generating accurate financial reports which gives clear insights on the health of your business financially.
• This layout makes the reconciliation process, among other accounting tasks, particularly easy.
• Although it can work this way, we still don’t see it as a great solution since there’s no paper trail or change log when editing POs.
• For small service-based businesses, Wave is a good free option to consider.
• Transport Fast and reliable planning, because every second counts on the road.

Xero then pulls some of the key data from those receipts and deposits it on expense forms in the browser-based version. In testing, the app extracted data from a receipt I photographed very quickly, capturing the vendor, date, and amount in an expense form, with the photo attached. I added an account and description manually on the app, and everything appeared in web-based Xero when I logged in. All three worked fine in my testing and were easy to use, if a little nondescript.

More than 70% loved the customer service and felt their representatives were extremely helpful. It has a range of features including band feeds, invoice creation, integrations and reconciliation processes. The reconciliation was particularly popular with over 80% of reviewers who mentioned it describing positive experiences.

Sales Tax

Advanced analytics tools for predicting future cash flow, up to 90 days ahead. Gusto payroll to any plan for an extra $40 per month, plus $6 per month per person. Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page.

You can see at a glance which quotes are in draft form, sent, accepted, and expired. Other accounting sites work similarly, making it easy to see the status of your transactions. 2 months ago Xero announced to stop payroll in 2019, you have to switch to a different company which charges $40 just for payroll alone. We can’t really say one’s better than the other, but wedoknow one will work better for your specific needs than the other—it just depends on what you’re looking for.

About Xero

Unlike alternatives such as QuickBooks, Xero includes time tracking. Users are required to download the free Xero Projects app, which they can use to record time and costs, as well as to create invoices and reports. Xero’s pricing plans aren’t based on user count, so you can add employees without worrying about the cost of the software going up.

The best accounting software for advertising agencies window is presented in a tabular format, wherein you can see pertinent billing details like vendor, invoice date, due date, amount paid or due, and the status of the bill. Navigation is very user-friendly—everything is laid out neatly, and it’s not complicated, even for first-time users. If 800 integrations aren’t enough, Xero also integrates with Zapier, connecting the software to hundreds of additional add-ons. Some Xero integrations are country-specific, so make sure they are compatible before you make any additions or purchases. There is also a Xero Accounting app for Android (Android 5.0+) and Apple products (iOS 12.0+) and separate mobile apps for Xero Expenses and Xero Projects.

Dynamic solution for SMBs

View your income, expenses, and even profits presented as structured data to make budgeting and managing your cash flow easier. Xero offers several different plans at different price points, each suited for different types of businesses. Xero allows you to make the expense process faster and easier. Settling reimbursement claims can also be done through Xero’s platform. Add preset items to your invoices and orders, see which of your inventory is selling the best, and manage all your stock. PAT RESEARCH is a leading provider of software and services selection, with a host of resources and services.

In other words, you’re good to go whether you’re using an iPhone or a Microsoft Surface Duo. Quotes, which you may know as Estimates, can easily be created in Xero. Once a client accepts your quote, you can convert it into an invoice and send it to the client for payment. Xero is suitable for many markets, such as e-commerce, IT, legal, and retail. It also comes with a multi-currency feature, which makes it a good solution for online sellers that sell their products globally.

It can’t generate professional https://bookkeeping-reviews.com/ needed when applying for loans. GetApp offers free software discovery and selection resources for professionals like you. Our service is free because software vendors pay us when they generate web traffic and sales leads from GetApp users. Use Gusto payroll software to calculate pay and deductions, pay employees, and update the Xero accounts.

We want to see comprehensive features in a mobile app, like sending invoices, entering bills, receiving payments, and entering vendor payments. Xero’s mobile app is basic, with features like receipt scanning, sending invoices, and expense categorization. However, users can’t receive payments from customers, record time worked, assign billable time, and generate reports. Xero has three pricing plans, and all accommodate unlimited users.

A dashboard provides a summary of your business’s financial health, including total cash in and out, outstanding invoices and overdue bills. Another page dedicated to short-term cash flow charts out how future bills and invoices can affect your bank balance over the next week or month. Like every other small business accounting application, Xero presents key financial data and links to related activities on its dashboard.

The Best Payroll Companies for Small Businesses in 2023 We looked at 15 of the top payroll processing companies and evaluated their user friendliness,… Former Business.org staff writer Kylie McQuarrie has been writing for and about small businesses since 2014. Her work has been featured on SCORE.org, G2, and Fairygodboss, among others. Xero also offers a great range of client support articles in its Xero Central hub. At the end of every support article in Xero Central, you’ll find a contact button to prompt a member of the Xero support team to email you directly if you still require further assistance.

The Early plan allows you to send only 20 invoices and five bills a month, which we found unusually low. Users will need Xero’s higher-tier plans if they want to remove these caps. The Early and Growing plans also don’t offer expense tracking, but the Established plan does. Once you sign up, Xero provides several guided tutorials to acquaint you with its tools, such as connecting your business bank account, adding customers, and creating invoices. Many pages within the app itself have how-to videos and links to a step-by-step guide, which is great for business owners who aren’t very tech-savvy. One cool feature is that you can schedule recurring invoices (or “repeating invoices”) by setting the send date, frequency, and end date.

Company

There’s no live chat immediately available on the website, but users can message through their portal. On Xero’s webpage, hover over Resources and select “Support at Xero Central” on the drop-down menu, and you’ll be directed to the Xero knowledge base. You can also chat with a Xero customer service representative 24/7. Xero’s pricing ranges from $13.00 to $70.00 per month, depending on the plan that you choose.

Xero developed two new tools in response to the financial uncertainty created by the COVID-19 pandemic. It projects future bank balances a week or 30 days out based on bills and invoices entered into the app. The other is Xero Analytics Plus, the add-on mentioned previously. It offers even more projections, including those based on cash predictions and scenario planning. With Xero accounting software, you can let the system do all the invoicing legwork for you by setting up automatic recurring invoices. Small businesses are heavily reliant on cash flow as their number-one lifeline and automated invoicing can save your in-house team time chasing payments.

Processing accounts payable is a vital part of running a business, so small business owners may want to consider software that supplements Xero’s capabilities. In general, we were pleased with Xero’s customer support options. However, they were not as comprehensive as what we found in our review of QuickBooks. Phone support is not available immediately; you have to contact customer service first via email or live chat, after which you may be directed to a phone-based rep for further assistance.

Xero accounting software is remarkable for its scalable nature, making it a good choice for both simple and more complex accounting needs. You can start with the most basic plan and then scale up as your business grows. It supports unlimited users on all its subscription plans, which is fantastic. One limitation of Xero compared with alternatives is the cap on invoicing and billing for its lower-tier plans.