Top Xero Features

What are the Best Xero Features?

Accounting Features

General Ledgers
Invoicing & Billing
Estimates & Quotations
Sales & Purchase Orders
Reconciliations

Cash Flow Management

Payment Processing
Continuous Accounting
Billing Model Management
Revenue Management

Tax Management

Tax Calculation & Filing
Tax Zone Detection

Supported Tax Forms

W-9
W-2
W-4
1094
1095
1096
1099
940
I-9

Inventory Management

Item Tracking & Traceability
Stock Counting System
Procurement/Replenishment Optimization
Purchasing
Vendor/Supplier Management
Order/Delivery Management
Inventory Transfer
Label Printing

Workflow Automation

Billing Automation
Dispatch Automation
Reconciliation Automation
Recurring Payments

Reporting & Analytics

Financial Reports
Forecasting
Revenue Reports
Expense Tracking
Cost Analysis
Dashboard
Inventory Reports
Budget Reports
Tax Reports
P&L Statements
Payments Reports
Billing Reports
Order/Delivery Tracking
Project Reports

Expense Management

Expense Allocation
Scan & Upload Receipts
Approve/Reject Fund Requests
Spend Limits
Bill Splitting
Reimbursement Management

Payment Options

Direct Deposit
Direct Payment
Checks
Digital Wallet

Payment Partners

PayPal

Portal Types

Customer/Client Portal

Collaboration Tools

Team Calendar
Workspace

File Management

Files Repository
File Sharing
File Transfers
File Attachments

Customizable Items

Custom Branding

Appointments/Scheduling

Dispatch Scheduling
Payment Scheduling

Reminders/Alerts

Payment Reminders
Dispatch Notifications

Drag-and-Drop Builders/Designers

Report Builder

Report Management

Report Filters

Search Tools

Search by Keyword
Search by Concept
Semantic Search

Data Migration

Data Import
Data Export

Systems/Administrative

Centralized Console
Segmentation/Grouping
Multiple Currencies

Sync/Refresh

Calendar Sync

Third-Party Integrations

Shippo
Syft
Deputy
Airwallex
Projectworks
Xelation
Statey
AccountKit
Controlc
G-Accon
Square
Shopify
Gusto
Stripe
Trello
Avalara

Supported Technologies

Artificial Intelligence (AI)
Machine Learning (ML)
Generative AI

Identity and Access Management (IAM)

Role Based Access Control (RBAC)

Cybersecurity Features

Data Security

Disaster Recovery

Data Snapshots

After-Sales Service

Email Support
Chat Support

Customer Management

Returns/Refunds Management

Xero Top Features Related Review

Kristie

Reviewed on 28 April 2023

Xero Review

Xero automates the billing and invoicing process, which saves me a lot of time and ensures that I can keep track of all financial transactions accurately. Furthermore, Xero's online payment methods are convenient and make it easier for me to receive payments from clients.

Pros

Xero streamlines the financial reporting process
With this tool, I can easily generate financial statements and balance sheets reports, which saves me a lot of time and effort
Additionally, Xero allows me to track and manage cash flows with ease, which is crucial for maintaining financial stability
Furthermore, I appreciate how effortless it is to track and manage expenses using Xero
The bank reconciliation process is also simplified with this tool, which is a significant advantage.

Cons