Share this content

Things that annoy you about Xero?

Its been around for a while now, what do they still need to fix/improve?

Didn't find your answer?

Inspired by the MFA question. Here are some starters in no particular order ....

1. No invoice total column on the All tab (just paid and due), and if you need to change tabs (to only see the unpaid ones) you have to enter your search criteria again. What's wrong with filters?

2. The bank rec screen only shows 10 transactions and you can't filter or sort them

3. You can't import a reporting structure or copy it between companies for all users to see

4. It still offers Covid advice and support

5. On the "New" invoice reports you have to remember to exclude void and deleted invoices

6. There isn't an invoices by customer by time period report

7. Aged receivables report can't be filted to only show overdue invoices

8. Budgets e.g. by department can't be rolled up to report total budget

9 Credit notes don't show on the bank rec find and match

10. Not enough fields on invoice header and lack of custom fields generally

11. No EU edition (the internation edition doesn't properly handle EU VAT)

Replies (41)

Please login or register to join the discussion.

avatar
By TheNovice
30th Jun 2021 12:30

You cannot journal into the banks, A/R or A/P.

Thanks (0)
Replying to TheNovice:
Routemaster image
By tom123
30th Jun 2021 12:33

Journalling to AR or AP control accounts would get you shot round here..

Thanks (3)
Replying to tom123:
avatar
By TheNovice
30th Jun 2021 12:57

tom123 wrote:

Journalling to AR or AP control accounts would get you shot round here..

I see nothing wrong with journaling against A/R or A/P. Ideally, I'd try to correct it on the software but sometimes it simply isn't time-efficient.

Thanks (0)
Replying to TheNovice:
Danny Kent
By Viciuno
30th Jun 2021 13:20

This would be my idea of hell. One less thing to sort after clients have tried doing their own bookkeeping.

I honestly have no idea why you would ever want to post to a control account - AR, AP, Banks or VAT. Much better ways of making adjustments that keeps these accounts clean and free from error.

Thanks (1)
Replying to Viciuno:
avatar
By TheNovice
30th Jun 2021 14:50

Viciuno wrote:

This would be my idea of hell. One less thing to sort after clients have tried doing their own bookkeeping.

I honestly have no idea why you would ever want to post to a control account - AR, AP, Banks or VAT. Much better ways of making adjustments that keeps these accounts clean and free from error.

Let's say 1000 invoices a month some correctly some incorrectly marked as paid.

Invoices paid in bulk and not necessarily in any order.

You reconcile the trade debtors as at the year-end on Excel i.e. off Xero.

What would your method be of correcting the let's say 20% of invoices that were incorrectly matched?

Thanks (0)
Replying to TheNovice:
Stepurhan
By stepurhan
30th Jun 2021 15:46

TheNovice wrote:

Let's say 1000 invoices a month some correctly some incorrectly marked as paid.

Invoices paid in bulk and not necessarily in any order.

You reconcile the trade debtors as at the year-end on Excel i.e. off Xero.

What would your method be of correcting the let's say 20% of invoices that were incorrectly matched?

I would sort out the system that is leading to such errors.

If you have 1,000 invoices a month then you need a system in place to ensure invoices are dealt with correctly. If the business owner is not able to do that themselves, they should hire a book-keeper.

But that aside, how does posting to a control account fix that problem? You would still have incorrect invoices in the system, but now you would also not be able to match the year end balance to a list of creditors/debitors. You would be making an already bad problem worse.

Thanks (3)
avatar
By In a Daze
30th Jun 2021 12:30

I have always fond sage better for reporting and will always use it unless I need a particular add on that only works with xero..

Thanks (0)
By Duggimon
30th Jun 2021 12:41

The excel exports are ugly as sin.

Thanks (0)
avatar
By Cloudcounter
30th Jun 2021 12:55

2 You can see more transactions on the cash coding screen and sort as you wish

6 You can run a statement on an activity basis, and specify the dates to be included

7 The aged receivables report can be filtered by due date. If the credit period allowed to all of your customers is the same, you can select eg invoices up to 30 days ago. It wouldn't work if different customers have different payment terms

I'd like to see

a) repeat the scroll arrows at the foot of each page in, for example, account transactions at the top of the page. Save scrolling all the way up or down to move to the next page.

b) Put the Files link back on the top bar instead of hiding it in the drop down box with settings

c) Fix the practice as the top option in the list to change organisation

Thanks (0)
Replying to Cloudcounter:
A Putey FACA
By Arthur Putey
30th Jun 2021 14:17

Cloudcounter wrote:

2 You can see more transactions on the cash coding screen and sort as you wish

You can't use find and match from there

6 You can run a statement on an activity basis, and specify the dates to be included

Its not columnar so you can't see customer sales by month (unless you export to a pivot table)

7 The aged receivables report can be filtered by due date. If the credit period allowed to all of your customers is the same, you can select eg invoices up to 30 days ago. It wouldn't work if different customers have different payment terms

Which is why it doesn't work

Thanks (0)
Danny Kent
By Viciuno
30th Jun 2021 13:15

1) The CIS module is not great:
- Doesn't save actual submissions and only shows you live data.
- Can't post spend money transaction with CIS, you must create a bill.
- CIS suffered and deducted is recorded on an accruals basis in the control accounts despite the actual returns being made on an cash basis. (We do alot of manual journals at month end to keep ontop of this now)
- No way to identify how much CIS is included in debtors and creditor balances. (not that they are actually there as they are in the control accounts, but need to know for the recs)
- CIS suffered/deducted has to be posted to one specific account. Fine for one man bands with one sales type but for larger business with multiple revenue streams having all the CIS stuff lumped together is useless.

2) The PDF reports take up 10 pages when 1 would be enough.

3) Unable to force use of tracking codes (employees often cant be arsed)

4) Unable to set a user access that allows reconciling the bank without having access to account balances.

5) Getting expensive - can't say I can see how they can justify the recent price increases especially when compared to competitors.

In saying that - of the different online bookkeeping software I've tried it is by far the most (in my opinion) user friendly.

Thanks (1)
Replying to Viciuno:
avatar
By In a Daze
30th Jun 2021 14:36

I think xero was designed for business owners to do their own bookkeeping. That is why it is user friendly however from accounting point of view some of the workarounds can be a pain in the backside.

Thanks (0)
avatar
By Andy556
30th Jun 2021 13:16

On the new reports the default selected headings are so random and pointless.
They don't show the basic headings that you'll need 99% of the time so if you're using a new report you always have to change the filters

Thanks (0)
By kenny achampong
30th Jun 2021 13:53

more a question, when you run a trial balance the default dates are a bit random, how can you set them to always be the year end ?

Thanks (0)
Replying to kenny achampong:
A Putey FACA
By Arthur Putey
30th Jun 2021 14:22

I don't use the TB much, I tend to use the P&L and BS to populate my final accounts sofware. But the "classic" TB seems to default to the current date and the "New" to the end of the last FY.

Which by the way allows me to introduce another gripe, some of the screen and report look and feel is old, and others new. Never seen software that mixed design templates!

Thanks (1)
Replying to Arthur Putey:
Avatar
By I'msorryIhaven'taclue
30th Jun 2021 14:34

Can you obtain a transactional TB report yet?

A period TB report isn't much use if you're producing historic accounts.

Thanks (0)
Replying to I'msorryIhaven'taclue:
A Putey FACA
By Arthur Putey
30th Jun 2021 14:53

That's why I use the P&L and BS

Thanks (0)
Replying to Arthur Putey:
Jim Clark, Lotus 49
By jimclark1967
30th Jun 2021 14:45

Xero said they were in the process of migrating all 'classic' reports to the new format YEARS ago. Think they got bored and left them half done.

Thanks (1)
Replying to kenny achampong:
Danny Kent
By Viciuno
01st Jul 2021 18:08

Settings -> "looking for advanced settings" -> Financial settings.

**Don't forget to press save**

Can change the year end here and it should save that as the default for all your reports. Don't know if it works for the "old" reports but certainly does for the "new" ones.

Thanks (0)
Jim Clark, Lotus 49
By jimclark1967
30th Jun 2021 14:53

1. Can't filter the 'Income by contact' report by tracking category.

2. No Power BI / Excel connector, so I could do item 1 myself. Yes there's a content pack but you can't edit much.

Thanks (0)
Replying to jimclark1967:
A Putey FACA
By Arthur Putey
30th Jun 2021 14:57
Thanks (1)
Replying to Arthur Putey:
Jim Clark, Lotus 49
By jimclark1967
30th Jun 2021 15:48

Thanks Arthur. Yes, that's the content pack that's been out a few years. Try modifying anything to meet your needs and you hit a dead end.

The Xero support forum is full of people complaining about this followed by several approaches from the App marketplace suggesting services as a workaround that cost far more than Xero itself.

Thanks (0)
Replying to jimclark1967:
A Putey FACA
By Arthur Putey
30th Jun 2021 16:57

I used to use the QuickWin Excel Addin, did the job but they put the price up. Anyone looking for Excel-easy reporting should look at DataDear or Wink reports.

Thanks (1)
Replying to jimclark1967:
A Putey FACA
By Arthur Putey
30th Jun 2021 17:01

jimclark1967 wrote:

The Xero support forum is full of people complaining


So full Xero stopped putting dates on the feature requests because many obvious things were years old and they refused to look at them.
Thanks (2)
A Putey FACA
By Arthur Putey
30th Jun 2021 14:55

12. Can't filter customer statements by specified customer groups e.g. to send them only to account customers and not to cash customers

Thanks (0)
Replying to Arthur Putey:
avatar
By waldron
30th Jun 2021 16:29

With hindsight you should have listed what is good about it.

Thanks (1)
Replying to waldron:
A Putey FACA
By Arthur Putey
30th Jun 2021 16:58

1. Its cloud and clients can update it

Er, that's it.

Thanks (0)
Replying to Arthur Putey:
Avatar
By I'msorryIhaven'taclue
30th Jun 2021 17:12

And its name means "dry".

Which isn't a bad thing. Is it?

Thanks (0)
Replying to Arthur Putey:
avatar
By Hugo Fair
30th Jun 2021 17:16

I thought you were making a new list of the *good* aspects?

Thanks (0)
Replying to Hugo Fair:
A Putey FACA
By Arthur Putey
01st Jul 2021 08:18

See above

Thanks (0)
Replying to Arthur Putey:
avatar
By Hugo Fair
01st Jul 2021 11:04

So much for my attempted foray into sarcasm!

Thanks (1)
Replying to Hugo Fair:
A Putey FACA
By Arthur Putey
01st Jul 2021 13:54

I thought you'd missed mine!

Thanks (1)
Replying to Arthur Putey:
Avatar
By I'msorryIhaven'taclue
01st Jul 2021 15:18

Xerohumour?

Thanks (1)
avatar
By Open all hours
01st Jul 2021 00:22

Apart from the spelling?

Thanks (0)
Glenn Martin
By Glenn Martin
01st Jul 2021 09:58

From a glass half full point I focus on what it can do, and do well, and don't worry about it does not do.

When comparing to other products it is the best on market, and its up to them to keep it that way.

Thanks (0)
Replying to Glennzy:
A Putey FACA
By Arthur Putey
01st Jul 2021 13:57

What is the basis for your belief Mark? Genuine question, is it price, features, ease of use, the fact that it calls Accounts Payable "Bills you need to pay" even though most of them have been?

Thanks (0)
Replying to Arthur Putey:
Glenn Martin
By Glenn Martin
02nd Jul 2021 17:01

I spent a lot of time maybe 5 years ago testing all current products with clients to see which they handled best. Clients took to Xero the best over other products.
I wanted to use one product well as a sole trader and not try and be average over several products.

The main benefits were bank feeds, getting paid with things like GC or Stripe, the automation of debt chasing.

I find the xero invoice a very powerful thing, I appreciate the gap has closed a lot over the years with QBO playing catchup but Xero is for me the best product.

In client speak bills to pay makes more sense than Accounts Payable.

Thanks (2)
Jennifer Adams
By Jennifer Adams
01st Jul 2021 12:11

Ok... I'm going tosay what no one else has it appears... if you dont love it why use it?
There are plenty others.
But they all have their problems and quirks especially anything to do with CIS.

Other systems are also cheaper and not only that others have a much better support system in place,

Roll on Accountex in 2022- where we can view and test out before buying or changing software

Thanks (1)
Replying to Jennifer Adams:
A Putey FACA
By Arthur Putey
01st Jul 2021 14:02

Good point. My view is that it has become a brand leader a bit like Sage was in the desktop market. It seems that despite Sage having a decent enough cloud platform it suffers from being later to the cloud party and by then the trend had become to "move from Sage".

If QuickFile didn't serve up ads for cheap accounting services I'd be taking a serious look at that. I have over 50 clients on Xero but few would care if I moved them elsewhere.

Thanks (0)
Replying to Arthur Putey:
avatar
By In a Daze
02nd Jul 2021 13:07

I think the trend is starting to change and the more traditional software houses E.G. Sage and QuickBooks are gaining more traction.

Thanks (0)
avatar
By BromleyBob
02nd Jul 2021 15:20

For me, it's its consistencies.

Press one button for Bank Transfer and you get a screen that enables a Bank Transfer with Tracking Categories. Press another button that says Bank Transfer and you are able to type in a Bank Transfer but no facility for Tracking Categories.

Some of the drill down reports come up in a tiny font. Some in the new bigger font.

For a product that feels like it is meant to be visually appealing, it disappoints quite quickly when one gets into it.

Thanks (0)
Share this content