can xero be set up more like sage?

[unwashed potato!]

i've finally done it and moved over to xero, been wanting to for a long time, but finding it significantly different to how i was expecting. i'm still on the trial period and not stopped using sage yet, though xero now has our most up to date accounts on it.

first thing i go to try and do is batch add sales invoices like we do on sage, add line by line the details. i can't seem to do this.

same with purchases. i have 50 receitps in front of me. in sage i'd batch add the receipts, on each line first it wants to know which supplier it is, then i can change the nominal code, description, total, done. next line, next line. quick easy to bash them out.

i can't find how to do this in xero.

can it be like sage? sage is a bit too powerful for our needs, but i'm appreciating the almost "excel/access" feel sage has

 

[Vandle]

This won't be much help to you but i was self employed for the last 18 months (no longer) my accountant got me set up on xero and I absolutely hate using it. I was only sending out a handful of invoices per month but it was a ball ache. Found the expenses function even harder, had to manually add my mobile phone bill every month even though its the same biller and same amount each time. I'll send out an invoice and if someone pays by credit card then Stipe takes their fee which is fair enough but xero can't auto reconcile the payment to an invoice because the two amounts are now different even though Stipe is embedded within their platform. Can only imagine how frustrating it is to use full time.

 

[unwashed potato!]

We don't use sage/xero for sending out invoices thankfully. That's done before hand.

It's just for record keeping so that we can submit our accounts/vat etc.

Which is why we want to batch input the information, but it seems it wants us to create an invoice individually each time so would be extremely slow to do

 

[Brok]

i've finally done it and moved over to xero, been wanting to for a long time, but finding it significantly different to how i was expecting. i'm still on the trial period and not stopped using sage yet, though xero now has our most up to date accounts on it.

first thing i go to try and do is batch add sales invoices like we do on sage, add line by line the details. i can't seem to do this.

same with purchases. i have 50 receitps in front of me. in sage i'd batch add the receipts, on each line first it wants to know which supplier it is, then i can change the nominal code, description, total, done. next line, next line. quick easy to bash them out.

i can't find how to do this in xero.

can it be like sage? sage is a bit too powerful for our needs, but i'm appreciating the almost "excel/access" feel sage has

There is a bulk import option for invoices under Business --> Invoices --> Import (its a button at the top). You have to populate a spreadsheet template and then import it though. I've not used it as we use a different system which submits invoices to Xero via API, just what I could see from logging in quickly.

 

[Participant]

Just dropping in here to say how much I love Free Agent for my albeit small and pretty simple company!

 

[unwashed potato!]

There is a bulk import option for invoices under Business --> Invoices --> Import (its a button at the top). You have to populate a spreadsheet template and then import it though. I've not used it as we use a different system which submits invoices to Xero via API, just what I could see from logging in quickly.

Seems odd that they would not just make a spreadsheet style page to input the data that way.

Putting it on a spreadsheet means I can't do it OK my phone now easily

 

[shifty_uk]

Why are you moving from Sage in the first place? You’ll probably find Xero quite frustrating as it’s geared towards individual transaction entry, batch processes will need to be done via csv as Brok said.

 

[unwashed potato!]

Why are you moving from Sage in the first place? You’ll probably find Xero quite frustrating as it’s geared towards individual transaction entry, batch processes will need to be done via csv as Brok said.

Safe has gone from £70 to buy the software which lasts about 3 years before needing another upgrade. To now nearly £50 per month! It's only going up. Some months we don't use it. What we use of sage doesn't have a mobile app, so I can't add anything on the go during free moments.

My accountants were sage people, they have got bought out by another firm and recommend and prefer xero.

figured there wasn't much difference in them but seems there is more than I expected

 

[Diagro]

I use freeagent.
Its great.

 

[shifty_uk]

I use freeagent.
Its great.

Xero / Freeagent, much the same, still doesn’t help the OP as batch imports require a csv.

OP, I suggest doing more playing around to see if it’s the right fit, can understand why you’re wanting away from Sage.

I’ve used QBO, Sage, Freeagent and Xero. Xero beats them all IMO.

 

[unwashed potato!]

Xero / Freeagent, much the same, still doesn’t help the OP as batch imports require a csv.

OP, I suggest doing more playing around to see if it’s the right fit, can understand why you’re wanting away from Sage.

I’ve used QBO, Sage, Freeagent and Xero. Xero beats them all IMO.

Why does it beat them all? What feature does it do better than sage

 

[shifty_uk]

It depends entirely on use case and requirements.

It’s well rounded for small business accounts, the UI is clean, quick and intuitive. Web based or app. Everything just feels easier including the integrations. It’s well priced. That said, it’s not as complex as Sage and won’t cater for niche use cases.