I wish I had this insight before switching over to XERO from quickbooks online. I was advised there will be improvements by switching to XERO, now I know the advice was likely from someone that has only used another software briefly, not being able to thoroughly compare. I often review transactions per client, and each time I close an invoice, I have to start from the beginning, search client and then their transaction history. Many aspects of analytical or corrective work where you need to be in the same space for multiple actions, you have to start from the beginning. Frustrating to do, when you have volumes of transactions to go through. But if I am missing something, please share so I can improve my knowledge to make optimal use of XERO. Also, is there any insight or response from the XERO team on this subject?
Vesna Jovanoski
supported this idea
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I wish I had this insight before switching over to XERO from quickbooks online. I was advised there will be improvements by switching to XERO, now I know the advice was likely from someone that has only used another software briefly, not being able to thoroughly compare. I often review transactions per client, and each time I close an invoice, I have to start from the beginning, search client and then their transaction history. Many aspects of analytical or corrective work where you need to be in the same space for multiple actions, you have to start from the beginning. Frustrating to do, when you have volumes of transactions to go through. But if I am missing something, please share so I can improve my knowledge to make optimal use of XERO. Also, is there any insight or response from the XERO team on this subject?