Having used the software, this reviewer finds it visually appealing and well-designed. The product, however, does not perform its intended functions and lacks adequate customer support.
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Syncs my invoices from the WHMCS platform over to Xero which makes it easier to track by client and in reconciling. Review collected by and hosted on G2.com.
Doesn't work 100% of the time. We've never been able to pin point why some of the invoices don't come over. Doesn't mark Xero invoice as paid when WHMCS invoice is paid so any delay in reconciling could result in inaccurate and confusing overdue emails to clients. This can be overwritten by turning off invoice reminders in Xero, but then that can cause issues if you bill clients for other things through Xero that are one-time or paid by check. Review collected by and hosted on G2.com.
Xero itself has a fairly simple layout that is easy to follow, even for a beginner. Anyone with a basic knowledge of accounting should be able to quickly pick up the system without much trouble. Its exporting feature is particularly valuable, making work more efficient and streamlined. Instead of manually entering in new clients, I can now export them through the module. Being able to sync payments on both sides provides an easy check at a glance to determine the quality of records and reporting. Review collected by and hosted on G2.com.
Sometimes correcting mistakes can be tricky, if not possible. In one instance, I had to rebook something several times because I couldn't delete or undo the original transaction. It would be great to have some sort of way to undo transactions without having to keep rebooking with every mistake. Review collected by and hosted on G2.com.
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