Xero Accounting 4+

Sounds good, but even my small business with what I assume would be simple accounting still has the numbers all messed up. Linked to my business account and I reconcile all transactions, but I still get different numbers between the actual bank balance and the two Xero balances. There is no tech support to call and walk through the issues. As a business I am told I need this, but I don’t know why I pay for it. I can’t even find time to solve the problems it causes. In the end I will likely end up paying someone else to handle it. In my industry we call that double handling. Not an efficient way to work.

Thanks for feedback. The 'good' news is that there are a few reasons why the balance in Xero and your bank balance might not match. You can go through the troubleshooting steps here yourself > https://central.xero.com/s/article/Why-are-the-statement-balance-and-balance-in-Xero-different There could also be an issue with your Xero 'conversion' (or starting) balance if you've had this problem the entire time you've used Xero. I'm sorry you think contacting our support team and/or fixing these issues is time consuming but we do want to help. If you come directly to our support team here > https://central.xero.com/s/contact-support and let them know your contact details and that you'd like help over the phone they'll give you a call. Let's get this fixed so that Xero can be an efficient part of your business process! Thanks. -OG

Very frustrating update regarding invoices not shown at a glance anymore. Now I have to click into each individual client to view invoices, instead of being able to see an overview of them all.
The update has added so many unnecessary steps, I wish it hadn’t been changed.
The other thing that is annoying, when adding a new customer, you can add their name, but then have to click into the name again to edit it to add the rest of the contact details. Seems silly, when it is a new customer and all the details are needed in the first place, why do I have to go back into the contact to edit immediately after adding?

I find myself using the app as little as possible now, where I used to logon all the time to check things. Now I avoid using it because it frustrates me every time. So much so that I am giving a review!

Thank you for your feedback. We are evaluating options to iterate the Outstanding invoices view accessible from the Dashboard. Please note that you can still view a full list of all of the invoices in the main Sales section of the app. There is also a search bar there to focus on specific invoice(s).

You can create net new contact records in the Contacts section of the app with all of the relevant contact information (not just name). We recommend that you do that there so that your new contacts are always ready in the future when you want to create accounting documents assigned to them. That said, if you try to create a net new contact record at the same time as creating a new accounting document (invoice, quote, purchase order, etc.), then yes we only ask for the contact's name in such scenario in order for you to create the accounting document as quickly as possible.

I’ve been a Xero user pretty much since day one and it’s always been a good platform to work off (some historic issues with Safari (seem to have been solved by Apple) notwithstanding). The iOS app is a really handy way to do the basics in Xero on the go. I think overall, the platform offers good value for money.

Things like being able to reorder invoices by date rather than just showing them by customer would make it a little quicker to find the right document (same goes with bills).

Having said that, with the full suite of apps, pretty easy to get things done. Might be nice to have a Payroll app as well down the track.

Thanks for leaving a review. We'll pass on your feedback about a payroll app to our payroll team.