“started my business to do actual work. now I spend half my time chasing invoices, reconciling accounts, and staring at Xero wondering where all the money went.”
“Xero has gotten worse and worse to deal with. Pretty sure they've spent all their development money on AI crap than actual user improvements. And it's extremely ironic to me that they are using this Claude integration to talk about building out reports when their report builder SUUUUUCCCCCCKKKKKKSSSS”
“Xero has managed to break invoice and quote templates. We had these setup in our desired layout, only for Xero to impose a new format. I understand they may have needed to change the word document format, but trashing our layout without warning is a pain to say the least.”
“I still do a lot of bank recon on the bank recon screen and I made this fix for my own efficiency. Basically I need to see ALL Bank Details instead of hovering over the "More Details" for the info that gets cut off or is just not shown.”
“I prefer clients on Xero and that’s where I have my own set of books too, it’s been popular lately especially because quickbooks raised their prices. It does all the same stuff as quickbooks just cheaper.”
“People will likely bring up Xero, or QuickBooks, since those are the established names and that’s fair. But I sorta feel like it’s worth looking a little farther past the normal options.”
“Practical triage: recover HMRC via ID check / new Gateway user if the phone’s gone; ask Companies House about filing extension if YE is tight; pull what you can from banks + old Xero invites. If/when budget allows, a phased catch-up (CT first, then SA) is usually cheaper than trying to fix everything at once.”
“I run a consultancy and have spent years trying to find a tool that fitted our business model and works with Xero. In the end we went with time/space because of the Outlook integration and used Zapier to build a feed into Xero. Everything is a compromise.”
“I use Xero for mine. For some reason there was a particular combination of features that only existed across different Quickbooks versions, but not together unless I wanted to spend about 10 times what I spend on Xero.”
“You can track time for the practice in Xero Practice Management. Not directly on Xero other than in projects. I used to use it but moved to Karbon (which is expensive for a small practice but did help me hit a growth curve).”
“I think you should check out Xero as well as they have an easier interface for this. Xero basically covers everything from the accounting, AR, AP, and reports among others. You can check the features by trying the demo company”
“are you able to edit those 7/14/28 days reminder messages in Xero? wondering if moving over to it is a good solution for me in regards to people who pay late.”
“For the salary/dividend/director’s-loan issue, gather the former accountant’s emails, bank statements, Xero data, any payroll records or RTI submissions, dividend minutes/vouchers, board records and anything else showing what was intended at the time. The £2,000 “bonus” also needs checking separately.”
“Does Xero's reminder sequence also include things like escalations where you could CC more senior people, or citing the Late Payment Act, or is that something you'd still have to do by hand if it came to that?”
“Deel or Rise can manage crypto payroll across several countries and maybe Xero, Deskera or a solution like QuickBooks can handle budget tracking and reports on top of that. This will help you cover the day-to-day systemization you r asking for.”
“If anything having the right tools to keep the books and business finance organized like quickebook, Xero, quicken b&p seems way more useful than trying to turn every client relationship into another revenue stream.”
“It can also connect with Xero to pull financial data directly. It still needs professional review, but it may be worth looking at for firms wanting to reduce repetitive manual work”
“For some reason Xero decided to show the placeholders in the editable text a couple of weeks ago. Prior to this, it showed the values in the edtable area too.”
“That and i'm a maths lover, and while yes I don't do lots of complicated maths at work anymore I enjoy seeing Xero, Excel etc do things and know i understand what they're actually doing.”