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Vorteile:

Integrates well with adds on to provide more sophisticated reporting. Integration with AI products such as ReceiptBank and Approval Donkey also work well.

Nachteile:

1099 reports are too limited. Tracking categories are too limited.

Bewertungen zu Xero

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,3
Kundenservice
4,0
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,2

Weiterempfehlungsquote

8,2/10

Xero hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 2 774 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (2 774)

Karim
Finance Controller
Verifizierter Nutzer auf LinkedIn
Design, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

One stop Accounting solutions for Small to Medium organisations.

4,0 vor 3 Jahren
Untertitel auf Deutsch sind im Videoplayer verfügbar
Mohammad
Mohammad
IT Systemkaufmann in Deutschland
Verifizierter Nutzer auf LinkedIn
Computer-Software, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

TOP Software mit ganze Funktionen und Futures

5,0 vor 5 Monaten

Vorteile:

Ich habe alle Funktionen, die ich für die Finanz und Buchhaltung gefunden habe. Der software läuft schnell ohne ProblemeEinfach zu nutzen

Nachteile:

von meiner seite habe ich keine Nachteile herausgefunden habe.

Kathryn
Kathryn
Owner in USA
Verifizierter Nutzer auf LinkedIn
Kunst & Handwerk, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Affordable professional level accounting software for small business

5,0 vor 4 Jahren

Kommentare: It's been easier to use Xero than I expected, but I had a nasty surprise at tax time when I realized the default accounts/descriptions for expenses did not correlate 1:1 to IRS categories. (I should have checked this more closely when I set up my accounts because it's a New Zealand company, and the previous product was local.) This means I will need to double-check all my transactions for 2018 and the IRS has my vastly overestimated tax payment until I can do that and file my return on an extension. I've had a much better experience importing data from financial institutions because Xero uses a well-known importing service that is trusted by the institutions. I like being able to match multiple invoices to bank deposits because I usually don't run to the bank for each check. This will be more valuable as my company grows. I should probably find an accountant to assist me with this, but I haven't found an accountant who understands both craft businesses and Xero.

Vorteile:

Professional double entry software at a very affordable price Accommodates both cash and accrual accounting Links to financial institutions to get transactions Uses standard importer recognized by the financial institutions instead of just trying to log in remotely (and triggering fraud alerts) Can match multiple invoices to a single deposit transaction imported from bank Can keep using Xero as company grows

Nachteile:

Pre-existing expense categories/descriptions don't map 1:1 with IRS definitions, so I'm having to go back to all my receipts to make sure expenses are entered in proper accounts because I didn't realize this when I switched More difficult to focus on specific expense categories to check transactions Have not been able to import historic data from previous app (possibly because it's not double entry) so I am still paying the subscription on that software to retain access to my data No integration with Craftybase, so I have to enter supply purchases and customer invoices there independently

Faisal Shafi
Faisal Shafi
Financial Controller in Pakistan
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 501–1 000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Make Your Accounting Automated

4,0 letztes Jahr

Kommentare: Xero is cloud-based accounting software that connects banks, accountants, management, and advisors from anywhere with any device with active internet. It performs all accounting tasks from preparing ledgers, accounts receivable, accounts payable, financial statements to the management of payroll, taxation, bank reconciliation, and inventory. Online billing enables to send bill through email.

Vorteile:

Xero manages the whole accounting of business straight forward. Particularly automating the process of bank reconciliation is amazing time saver, it connects to banks and credit cards. Moreover, it effectively and easily integrates with other cloud based software which enhances usability of Xero.

Nachteile:

Process of bank reconciliation has been automated but the process got glitches causing bank feeds stopped and entity has to restore to importing bank statement manually which takes time and attempts more than once. Inventory management needs improvement. Customer support is not perfect comparatively. It is not user friendly for those who have little accounting knowledge.

Sue
Director and Governance Lead in UK
Gesundheit, Wellness & Fitness, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Xero for non profits

5,0 letzten Monat Neu

Kommentare: Now that I am up and running I really like it. The nominal structure is very different to Sage Line 50 but the principles are the same. I was advised by multiple accountants to choose Xero or Sage online above Quickbooks

Vorteile:

Online means that we can share information across the team as we do not work from a central office.

Nachteile:

I did need an expert to help me set up Xero and make sure all the data was imported correctly. We bought in around 10 hours of expert help to get us started.

Jon
Owner in USA
Bau, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

As Long As You Know What You Are Doing

3,0 letzten Monat Neu

Vorteile:

As long as you know what you are doing, Xero is an okay platform.

Nachteile:

Customer support is terrible. Do not plan on getting any help if you have any questions. If something goes wrong, you will just have to deal or figure it out on your own because offers no help. I have been using Xero for several years at the advice from my accountant. At this point, I am counting down the days until I can get rid of it and move on to another software strictly due to the lack of customer support when something goes wrong, which it always does. Integration with other Software is mediocre at best. Not a lot of companies know about Xero and do not integrate with Xero. This is where all the issues come in to play because when you can not get connected or have any support to contact to get answers, nothing really works well.Very disappointed in the customer support. Looking forward to going back to QuickBooks.

Nicole
Accountant in Australien
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Beautiful Software

5,0 letzten Monat Neu

Kommentare: Great software

Vorteile:

Xero is easy to use and shows great potential to small business with ability to provide usefull information in an easy to use format

Nachteile:

The bank screen is a little narrow and I would like the option to have more than 10 items on the screen at one time

Mark
Mark
DIRECTOR in UK
Verifizierter Nutzer auf LinkedIn
Druck, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Love It

5,0 vor 2 Monaten Neu

Kommentare: Love it. I have tried the other big one & hated it.

Vorteile:

Easy yo use, things make sense and there's plenty of support via help forums, you tube or customer services.

Nachteile:

Bank feeds stop working & don't work in real time.

Matthew
Director, Finance in Kanada
Computer-Software, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Easy as it gets

4,0 vor 3 Wochen Neu

Kommentare: We use Xero for all day to day accounting and financial reporting. It has been a wonderful tool for us. It is easy to use, even for the non-finance members of team, and it produces clean and easy to read reports that make reporting to various stakeholders very easy.

Vorteile:

What I like most about Xero is the simplicity of it. I have used this in a multi location company and it has worked flawlessly. As well, I have trained many a non-finance person on Xero and they find it easy to pick up.

Nachteile:

I think Xero is great for single jurisdiction, single currency companies. I think you need to improve the multi-currency and multi-jurisdiction functionality.

Hannes
Hannes
Director in Südafrika
Verifizierter Nutzer auf LinkedIn
Groߟhandel, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

No After-sales Support - South Africa

4,0 vor 2 Monaten Neu

Kommentare: The transition from Quickbooks to XERO took almost 3 months after which the system was not very user friendly at all. Getting a hold of somebody to help us was a nightmare, and the attitude of the support staff left a lot to be desired.

Vorteile:

Financial reporting is good.Custom reports are good.

Nachteile:

1. No after-sales support.2. No after-sales support.3. No after-sales support.4. No after-sales support.5. No automation with statements.6. No batch tracking7. No after-sales support.8. No after-sales support.9. No after-sales support.10. Not user-friendly for sales & administrative staff.

Renee
Business & Finance Manager in Australien
Architektur & Planung, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Xero Hero

5,0 vor 2 Monaten Neu

Kommentare: I think Xero is great, highly recommend

Vorteile:

I used to use another accounting program and was so amazingly surprised at how well Xero worked in comparison, the daily automatic reconciliations make life easy.

Nachteile:

I would like to see the bank feeds easier to connect - at this stage we find it a bit convoluted to connect - We bank with the NAB.

Laura
Project Manager in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

In Betracht gezogene Alternativen:

It was so-so

4,0 letzten Monat Neu

Kommentare: It was so-so. I ended up going back to Quickbooks because I didn't have enough time to set up another software.

Vorteile:

I liked invoicing, quoting a billing, and easy to use there

Nachteile:

It was difficult to get my accounts transferred, the set up was tiredsome

Sibylle
Bookkeeper in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

My investment in Xero didn't work out

3,0 vor 3 Jahren

Kommentare: I became Xero certified in 2016, I was very enthusiastic about the product at the time, and thought I would be building a practice using it. Unfortunately, the more I used it, the less well it worked for me, due to the reasons given above and more. I also find the Xero portal for practitioners unnecessarily complex and difficult to navigate. The company was always also assigning new account managers to me. I think I've met four or five in total. Xero frequently asked me for feedback and I provided it several times, especially about my discontent with their reconciliation process, which I consider inadequate to my needs as a professional bookkeeper, and which I had seen cause significant problems for business owners trying to maintain their own file. Though I repeated this feedback over the course of several years, it hasn't changed. I realize I'm just one customer, and I don't know if others feel the same way or not. Anyway, in the end, I didn't want to work with this issue anymore.

Vorteile:

Transaction processing in the bank feed is, as they claim, very well set up. At the time I started using Xero, the company also seemed to provide some needed competition and an alternative to intuit in the small business accounting software space.

Nachteile:

The other accounting software apps I use are QBO and Wave. Both, IMO, are better than Xero. Back to the bank feed -- Xero is unable to connect with a number of banks. In addition, the bank feed sometimes drops out transactions with no notice to the file owner or bookkeeper. Thanks to the lack of a reconciliation process tied to hard numbers, inaccuracies can pile up in the registers as a result. In addition, overall access to data in the registers is more awkward to accomplish than in either QBO or Wave. Editing transactions is significantly more complex than in QBO. The system of comparison between the "bank statement lines" and the account register was confusing at times. And there are odd glitches in the reporting (cannot recall all the details now, I only have one client left using this app) that I had to watch out for. Xero is a product that has some really amazing capabilities mixed in with real weaknesses.

Monika
Financial Director in Südafrika
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Xero for Business

4,0 vor 3 Jahren

Kommentare: I am happy, can be connected with my clients all the time, can prepare reports anywhere, anytime. I think the price for South Africa is a bit high

Vorteile:

I like the product is easy to use, no need high knowledge of accounting, the person who never was doing accounting can easily manage this product

Nachteile:

there is still missing a few things as inventory shall be a bit changed as people with two inventories in different places can not have two storages, there are few things that missing and can make it easier to work with

Faruk
Accountant in Türkei
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

A great premium software with the all the right integrations

5,0 vor 5 Monaten

Kommentare: Overall, Xero is great accounting software available in the clould. Its ability to allow workers to work remotely and monitor work is highly useful. It has great accounting tools at your fingertips. The great selection of integrations also help with syncing workflows and tasks cross different platforms like document collections and processing, job management and payment processing.

Vorteile:

There is a constant improvement of the Xero Blue platform with new integrations coming all the time (like the Karbon integration for contact sync just announced) The Dashboard is highly intuitive and gives an up to date snapshot of the business when you loginThe ability to create reports is highly useful, especially the new update that gives a modern interface with features like budgets for P & L Statements. The ingratiations (an constantly expanding selection)

Nachteile:

Features like HubDoc that come with Xero have not been updated in years. When compared to their competitors like DEXT they are severely lacking in features and usability. Xero invoicing is very basic, no ability for direct debit payments, no engagement letter etc. Document management software like Suitfiles needs to be used, there is currently no direct integration for document management like Karbon has. Integrations into Xero Green (XPM) basic, XPM has not been updated in many years and to an overhaul to compete. Pricing when compared to software like software assistant is more premium.

Daniel
Accountant in Polen
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great online software for SMEs

5,0 letztes Jahr

Kommentare: It has been great software that helped many business to grow with up to date, online financial information.

Vorteile:

Xero has been one of the first solutions for cloud bookkeeping and accounting and has successfully competed with the likes of Sage and QuickBooks. It has probably the most other software providers that link directly with Xero over APIs.

Nachteile:

Over the years there were some features that were requested and it took a long time for them to be implemented, also more and more features are additional paid for addons.

jonathan
Managing Director in UK
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

Appalling Software - Avoid at all Costs in My Opinion

2,0 vor 4 Jahren

Kommentare: Overall, Xero costs us a lot of time we didn't spend before, does things on it's own such as create new suppliers for an expense and to me, it seems the software was written by ex Bookkeepers who didn't really understand bookkeeping anyway and had a good go at designing a software package that would compete I am guessing with the likes of Sage and failed abysmally. We use Xero because our accountants do the bookkeeping for us and this is what they use, if not for this, I wouldn't touch Xero if my life depended on it.

Vorteile:

Nothing, nothing at all. The software is nothing more than a glorified analysed cashbook. Support is poor and some of the replies from Support demonstrate the advisor doesn't understand accounts, the accounts structure or the damage that can be done by the advice they are giving.

Nachteile:

All purchases whether a supplier, or a bottle of milk from Tesco's is a contact. A bottle of milk for the office should be coded directly to the nominal code, not a new supplier "Tesco's" created. Cash in an out of bank should be the same as the bank statement on a live bank feed, but it excludes transfers from savings to current account so not a true reflection of cash in and out. Xero doesn't reconcile customer receipts, even through the name on the receipt in the bank is the same as the customer account exactly. Xero dump a lot of support on to the accountant who provides the service. Xero creates accounts for customers and suppliers on it's own if it doesn't recognise a payment or receipt in the bank account. Software should never be allowed to decide if it wants to create something automatically. Xero isn't as automated as Sage Accounts, for instance when bulk invoicing over several days, you can't set the date at software level, you have to keep changing the date. When importing from Sage into Xero for the first time, if Xero doesn't understand an item on the invoice, it simply creates a new line on the invoice whether you want it to or not and there is no way apparently to undo this once done. Xero works with receipt bank and you can spend hours trying to tell it an expense is not to be coded to a customer. I could go on.

Elliot
Director in UK
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Best choice in the market !!

5,0 vor 10 Monaten

Kommentare: It has provided a solution for more than 200 of our clients of varying sizes and complexities.

Vorteile:

Xero is first and foremost easy to use and benefits from clever AI functionality. Keeping an eye on the business is much easier via Xero as it shows a snapshot of key data on the dashboard. With the available integrations there are very little limitations to its use and it is well priced for the majority of our clients

Nachteile:

The Payroll module is quite clunky and better options are out there in our opinion. An enhanced cash flow and adding a forecasting element within the software would help. Making it easier to post customer payments on account would also improve an already good product

Maciej
Co-founder & Marketing Director in Kuwait
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Comprehensive Accounting Software for Small Businesses

5,0 vor 5 Monaten

Kommentare: Overall, Xero is a great accounting software for small businesses. It is packed with features and has a user-friendly interface. The cost is quite high, but it is worth it for the features that it provides. The customer support could be better, but the overall experience has been positive.

Vorteile:

Xero is an incredibly comprehensive accounting software that is perfect for small businesses. It has all the necessary features for managing finances and the user interface is easy to use and understand. I love how it can be integrated with other accounting programs and it is constantly being updated with new features and improvements.

Nachteile:

Xero can be quite expensive as compared to other accounting software and the customer support is not always as helpful as one would hope. I have also encountered some glitches that can cause problems when trying to get things done.

Ibrahim
Ibrahim
internal auditor in Nigeria
Verifizierter Nutzer auf LinkedIn
E-Learning, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Xero is changing the landscape of cloud accounting

5,0 letztes Jahr

Kommentare: My experience with Xero can be described as fulfilling, it has simplified my workflow and saved me a lot of time and effort, I no longer spend long hours at the office. This has also impacted positively on my health. I would recommend this software to everyone.

Vorteile:

“It’s so clean to apply, even for non-financial human beings” My financial institution transactions are robotically connect to Xero so I don’t have to manually input them myself. I get my Financial statements the first week after the year end Another charming issue of this software is that it is a great idea if a corporation is unfolded across a couple of places with personnel operating in various locations. The accountants from every location can get admission to the financial data of all branches at any moment irrespective of their vicinity or time. As a world main provider of online accounting software program, Xero utilizes world-elegance cloud safety. Your data is appropriately saved in the cloud, and guarded from both Cyber criminals and perils like fire or flood.

Nachteile:

The expenses tracking can be formatted to allow multiply currencies to be easily uploaded in batches or real time. No integrated ‘Debtor Chasing’ function so companies will have to manually follow up on their unpaid invoices.

Gene
Senior Accountant in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Accounting Software Design for the Business Owner

5,0 vor 4 Jahren

Kommentare: Xero give me, an accountant, a tool to provide my clients with that effectively gives them a tool for keeping their daily records in an orderly fashion make my job easier at the end of each month.

Vorteile:

Xero have been designed to be used by non-account business folks. However, once the data has been listed an accountant has a great tool to use to finish the company financial records (Monthly, Quarterly & Annually). It is also priced at a rate that works for most business owners.

Nachteile:

I really do not know of any areas within the software that I can list as "Least" liked. I do not know of any significant problems which I believe need correcting.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Anwaltskanzlei, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Powerful Accounting Software that Enables Anyone to Effectively Manage Their Accounts

5,0 vor 2 Jahren

Kommentare: Overall, Xero was a truly powerful software that took the dread of dealing with accounting and reconciliation and made it rather straightforward. The accounting process can effectively be handled by any person, which is rather refreshing. As an attorney, I'm not an accountant. So having something else to learn and utilize while already extremely busy would be a major inconvenience. However, Xero took what would have been a terrible experience and made it manageable.

Vorteile:

Xero is a pretty straightforward product that is effectively almost immediately deployable. Xero's dashboard is not bulky or overwhelming like a significant number of other accounting software tends to be. Xero's help manuals and tutorials were also very useful and are great for helping users quickly refamiliarize themselves with the software. Xero worked well for my law firm for IOLTA (Lawyer Trust Account) reconciliation purposes. With the software linked to your desired account, you can easily reconcile all incoming and outgoing payments and expenses on a given account. Once set up, you literally can log in right after making a purchase to reconcile your accounts without having to fumble through old receipts later to try to remember specific actions that were taken on behalf of a client.

Nachteile:

The only con that I personally experienced with Xero was that I routinely was required to relink and subsequently "resync" my banking account with Xero. Admittedly, this may have been a banking issue and not necessarily a Xero issue. However, when the relinking had to happen, this created a significant amount of issues because I was forced to relink the account, reimport expenses and incoming sums and then ensure that all the amounts had actually synced appropriately from my physical bank account to the Xero software.

karl
Business and Change Manager in UK
Einzelhandel, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great software for SMB

5,0 vor 11 Monaten

Kommentare: We came to Xero from Sage and has changed the way we manage our accounts, and helped the team be more productive.

Vorteile:

customer service is great, even for an SMB like ours, we get good response times and knowledgeable people. the system is very easy to use and has great functionality for managing our sales and supplier invoices so that we can keep track of our cashflow accurately. Apps library is great and has everything that we need.

Nachteile:

certain functionality around automation and AI is not there but can be added via connected apps.

Judah
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Solid platform

5,0 vor 3 Jahren

Kommentare: So far, it has been amazing. I have little to no complaints. Everyone that I have moved to Xero have told me thank you.

Vorteile:

Xero is an accounting software that just works. I have used so many different platforms, and Xero has been the easiest and most reliable software I have found.

Nachteile:

1099 reports are too limited. Tracking categories are too limited. Support can phone it in when you first reach out to them, but if you set up a time to chat with someone they are extremely helpful.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great, intuitive and easy to use bookkeeping software, lacking for accountants, NO customer services

5,0 vor 5 Jahren

Kommentare: It is so easy to use but support has to come from Accountants who are not customer service or techies and who are not adequately compensated for their efforts. It is enjoyable to use and definitely does the basics very well.

Vorteile:

For bookkeeping, small and medium-sized businesses this software is a dream. It is the most intuitive and easiest to use of all the accounting software that we reviewed. As an accountant, it is easy to fix user errors and mis-postings. There is a proper audit trail and safety checks built in. There are so many time-saving features like find and recode, repeating bills/invoices/journals, bank rules. The move toward AI is exciting too.

Nachteile:

The reports aren't GAP or IAS compliant so it is no good for reporting, final accounts production or tax. To get accountants interested and recommending Xero in the early days, they promised accountants that Final Accounts Production and Corporation Tax software was in their development queue but it never materialised and they burnt a lot of bridges with accountants when they announced that they had dropped FAP plans. This is why Quickbooks are getting such a big foothold and stealing market share from Xero. The software is expensive for what it is and you can get a lot more and better for your money with FreeAgent and QuickBooks. The biggest let down for Xero is that there is no telephone support, at all. Not even call back. You have to email and if you are on the opposite side of the world from New Zealand, it can take a full day to get an inital response and if there is any misunderstanding or info required, it can take days to get your problem resolved. This is really useless and a deal breaker for serious businesses. Another major failing in Xero is the number of times that the Bank Feed just doesn't work. This is outwith Xero's control and so it can often take months to resolve. This is amateur and best and negligent at worst.

Anna
Administrator/accounting assistant in Neuseeland
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Xero makes reconciling fun

5,0 vor 5 Jahren

Kommentare: I use Xero in two roles in my life, one as an employee and the other for the accounting software for my husband's business.
In my work New Zealand schools use this software as it is relatively easy to learn, quite intuitive and uses cloud accounting, enables document uploads for accountants to view etc. Once well set up it is also fast to use on a day to day basis.
At home I assist my husband to reconcile our business transactions for our accountant. We don't have to go in to the accountant's office or email invoices etc as we can upload them to Xero for him to see. You can set up the dashboard to get an overall view of your business and how much money is owed to you, and bills you owe, how you are tracking month to month, and the balances of your accounts you have linked to Xero.

Vorteile:

I like the ease of reconciling because once you get set up and code a few items it remembers them for next time for a faster job (you still have to check them to see if they are correct first). I find it fun and satisfying to reconcile in Xero as it is quite visual, you see several lines waiting to be reconciled and then as you work through the transactions, coding them and clicking on the middle button, they disappear. Setting up bank rules is also a huge benefit, as they get coded automatically, ready for you to just hit the green 'ok' button. You can use this for your usual bills for example, electricity bill, local cafe, cell phone bill, internet charges. Although it does take time to set bank rules up to make sure all details are accurate, it saves time in the long run. I like the fact that customers can upload documents into the files section of Xero and their accountant can see these documents immediately to work on them or code them. I also like the search function as you can search for a particular number, or the first few letters of a name or business to find relevant transactions. Being able to generate invoices and email them direct from Xero is great as it saves time.

Nachteile:

It is not the software's fault exactly, but because reconciling is so easy there is a temptation to accept what Xero suggests for a transaction and reconcile to this account, instead of pausing and really checking if the code is the best one. Xero is first and foremost a business accounting software, so the reports it can generate may not be exactly what other users of the software need, like schools for example, who may need a Xero add-on to get what they most need in regards to reports.