Xero
Xero
3 reviews
WH Score
8.1

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
  • G-Accon
  • Controlc
  • AccountKit
  • Statey
  • Xelation
  • Projectworks
  • Airwallex
  • Deputy
  • Syft
  • 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


K
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
  • I haven't come across any challenges or difficulties.

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