I have been asked to do the bookkeeping for a prospect who started as a sole consultant using Xero but has grown incredibly, with turnover of >£1M and more than 300 invoices per month. The Director is still manually raising the invoices from Xero (accounting software he chose in the first place).
At the moment he keeps track of all the projects in an Excel spreadsheet and from there he inputs the data into Xero but he feels sometimes he does a job and forgets to invoice it.
Another problem he had was reconciling by mistake the wrong invoice to the wrong client as Xero would try to guess invoices based on amount and similar invoices are raised all the time to different clients. I think I can sort this out a bit with bank rules. I have this problem myself with Freeagent as there are not bank rules yet and I charge the same fee monthly to all my sole trader clients, so thinking of moving to Xero unless someone suggests something different.
Do you recommend any software which manages chargeable Projects and integrates with Xero or could you please advise how you would assess this task?