Cloud accounting software for small group

Need good transactional facility

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We are a small group of companies, generating about 700 invoices or so a month across the three trading companies.

We are looking for recommendations as to an appropriate Cloud Accounting Software package that 

1. Allows ease of use, given that volume of transactions add in cashbook, journal postings and purchase ledger we are approaching over 1.300 items per month.

2. Support that is easily accessible

3. Able to access customer history easily - this point has been raised since apparently Xero limits itself to current year and past year only. Older history has to be prepared (??) by an "associate" of Xero's.

Any thoughts

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By Cloudcounter
20th Apr 2017 08:39

Point 3 is not correct, as there is access to all customer history within Xero. You might be getting mixed up with the service offered by the conversion of Sage data, where the norm is for only current and previous year to be brought into Xero. However, you can have older data converted for a fee.

The other issue with the customer history is that not everybody likes the format in which it is presented. Personally I don't have a problem with the options but inevitably some people do. (There are at least two options as you can view an invoice history report through the contacts, or produce an activity statement over any given period, which is effectively a sales ledger activity report)

Xero support is by email only, so probably doesn't fit your needs although I've only needed it twice in 7 years for our own affairs and about three times for clients. Response time was excellent

Ease of use is subjective but I've not come across anything easier. Of course there is a learning curve but the online videos and help through Xero U are comprehensive

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accountant in london
By Accountant in London
20th Apr 2017 10:40

check out Quickfile at www.quickfile.co.uk
low cost amazing cloud book keeping software.

As an accountant i love that its reasonably priced but also quite flexible in adding or adjusting transactions.

Its not perfect, it needs some improvements but the good thing is that the support over there is very quick to listen to you and if they like the idea they will implement it really quickly.

All the best

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