XoroERP Features

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details This feature was mentioned in 70 XoroERP reviews.

Based on 67 XoroERP reviews. Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

As reported in 67 XoroERP reviews. Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios. This feature was mentioned in 62 XoroERP reviews.

Based on 59 XoroERP reviews. The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business This feature was mentioned in 65 XoroERP reviews.

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. 68 reviewers of XoroERP have provided feedback on this feature.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. 61 reviewers of XoroERP have provided feedback on this feature.

Based on 56 XoroERP reviews. Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 53 XoroERP reviews.

Based on 61 XoroERP reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

As reported in 52 XoroERP reviews. Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. 59 reviewers of XoroERP have provided feedback on this feature.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. 56 reviewers of XoroERP have provided feedback on this feature.

Based on 40 XoroERP reviews. Ability to schedule payments at predefined dates and times

As reported in 34 XoroERP reviews. Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers This feature was mentioned in 44 XoroERP reviews.

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers 52 reviewers of XoroERP have provided feedback on this feature.

Based on 51 XoroERP reviews. Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company. This feature was mentioned in 47 XoroERP reviews.

Include lean project management features and best practices. 47 reviewers of XoroERP have provided feedback on this feature.

As reported in 49 XoroERP reviews. Track maintenance operations for the products sold, such as calibration or preventive maintenance

As reported in 53 XoroERP reviews. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Payroll module or integration to an external payroll provider which automates the recording of payroll 44 reviewers of XoroERP have provided feedback on this feature.

Based on 42 XoroERP reviews. Create the optimal mix of portfolios to achieve operational and financial goals.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process 63 reviewers of XoroERP have provided feedback on this feature.

Based on 41 XoroERP reviews. Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. 39 reviewers of XoroERP have provided feedback on this feature.

As reported in 39 XoroERP reviews. Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets. This feature was mentioned in 46 XoroERP reviews.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. This feature was mentioned in 41 XoroERP reviews.

Maintain information on warranties for the products delivered and for their components This feature was mentioned in 37 XoroERP reviews.

Based on 40 XoroERP reviews. Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Based on 42 XoroERP reviews. Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 37 XoroERP reviews.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 40 reviewers of XoroERP have provided feedback on this feature.

As reported in 41 XoroERP reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Allows clients to book jobs through the desktop page or within the app. This feature was mentioned in 32 XoroERP reviews.

Notifies field service workers of their upcoming assignments. 34 reviewers of XoroERP have provided feedback on this feature.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. 43 reviewers of XoroERP have provided feedback on this feature.

Based on 42 XoroERP reviews. Allows users to search, filter, sort and select items to be added to quote

Based on 34 XoroERP reviews. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. This feature was mentioned in 39 XoroERP reviews.

As reported in 44 XoroERP reviews. Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Based on 33 XoroERP reviews. Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Based on 27 XoroERP reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 50 XoroERP reviews. Creates and assigns support tickets, scheduling them in a timely manner.

Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 40 XoroERP reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 29 reviewers of XoroERP have provided feedback on this feature.

Ability to input, modify and extract data from the application in bulk through a structured file. 44 reviewers of XoroERP have provided feedback on this feature.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 38 XoroERP reviews.

Manage and track all inventory records across warehouses and retail locations through a single unified database. This feature was mentioned in 43 XoroERP reviews.

As reported in 36 XoroERP reviews. Track products and raw materials shipped by suppliers, from origin to destination.

Based on 38 XoroERP reviews. Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. This feature was mentioned in 44 XoroERP reviews.

As reported in 43 XoroERP reviews. Customizable reporting allows insight into usage of inventory and services.

Based on 47 XoroERP reviews. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking. 42 reviewers of XoroERP have provided feedback on this feature.

Create schedules for picking activities based on inventory availability. 46 reviewers of XoroERP have provided feedback on this feature.

Based on 47 XoroERP reviews. Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. This feature was mentioned in 46 XoroERP reviews.

Based on 44 XoroERP reviews. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 27 XoroERP reviews.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. 34 reviewers of XoroERP have provided feedback on this feature.

Based on 47 XoroERP reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

As reported in 38 XoroERP reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 38 XoroERP reviews. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. 42 reviewers of XoroERP have provided feedback on this feature.

Monitor product defects, identify causes and provide corrective actions to improve quality. This feature was mentioned in 30 XoroERP reviews.

Calculate demand by consolidating data from multiple sources. 29 reviewers of XoroERP have provided feedback on this feature.

As reported in 29 XoroERP reviews. Define and implement workflows for inspections, including rules for escalations and notifications.

Based on 31 XoroERP reviews. Track resource availability for raw materials and production capacity.

As reported in 28 XoroERP reviews. Create and implement master production plans for multiple production lines and locations.

Based on 32 XoroERP reviews. Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

As reported in 32 XoroERP reviews. Generate production plans based on demand and resource availability.

Based on 28 XoroERP reviews. Identify rejected products and decide either they can be repaired or discarded.

Based on 26 XoroERP reviews. Assign equipment and monitor shop floor activities during various production stages.

As reported in 27 XoroERP reviews. Track production waste such as scrap, as well as returns that cannot be repaired.

As reported in 33 XoroERP reviews. Track work in process (WIP) across multiple production lines and manufacturing locations.

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer 38 reviewers of XoroERP have provided feedback on this feature.

Based on 44 XoroERP reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

As reported in 41 XoroERP reviews. Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Condenses long documents or text into a brief summary. 31 reviewers of XoroERP have provided feedback on this feature.

Makes informed choices based on available data and objectives