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Xero Departmental reporting

  • Member PM.Dip
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  • # 114284

Hi all

I have a client currently using SAGE who is considering changing to Xero (suggested by their accountants) .

One of the main reasons to change is that their business is split in to 2 separate departments and they want more detailed, user friendly departmental reporting . They also need to produce individual budget reports for numerous separate sales items.

I haven't used Xero before but know a lot of colleagues do use it. Has anyone any experience of producing departmental reports on Xero who could give me any feedback please, either good or bad?

 

Many thanks

Karen

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  • # 114288

Hi Karen,

 

I use Xero at my work (I'm the finance manager there) and we use the departments quite extensively - we're a project based business and each project gets its own department, in a year we can have up to 200 different departments.

I've found Xero to be very flexible with this - the term they use is 'tracking' rather than 'department', and if you wanted you could have multiple different tracking categories (eg for a clothing shop you might have 'store sales' and 'online sales' as one category and also split it into clothes, shoes, accessories... you get the idea!).

You can also produce reports such as a P&L or account transactions for each department, or even multiple departments at a time - once you get to grips with it it's streets ahead of Sage. In fact, I'm using Sage at home for my ICB studies and I'm finding the whole thing quite clunky and restrictive compared to Xero! I would certainly recommend the change myself.

 

Just google 'xero tracking' - there's plenty of help and tutorials out there that can show you this in more depth.

 

Garry

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  • # 114289

Hi Garry

 

Many thanks for your comments, it sounds as if it could work well for us. I'll certinaly have a look at some of the tutorials.

 

Can I ask you if you have used Xero's technical support department? are they good?

 

Many thanks again

 

Karen

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  • # 114292

KarenM said:

 

Can I ask you if you have used Xero's technical support department? are they good?

 

 


 

I've used them a couple of times. They're OK. Not bad, not wonderful either.

They're email only support so you can't call them which is an issue if you have an urgent problem. As it happens, I had to contact them this morning with an issue I'm having. 5 hours later I'm still waiting for a reply.

That said, once they do get back to you they're pretty helpful and knowledgeable. As long as you're not in a hurry it's fine!

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  • # 114294

Hi Karen 

 

It sounds like their accountant just wants to change them to Xero to suit the accountants business.   Sage does departmental reporting and breaks sales down by departments,   so I am not sure why the accountant is not showing the client how to use sage to its full capacity. 

If I was your customer they should ring sage and speak to them about want they want concerning the reporting function, the reports are already there in the default,  They can also personalise reports for you if there is something extra they want. 

Once you have done that, then get your client to look at the pros and cons of both software.   Sage Stock system also deals with departments.

 



Edited at 08 Dec 2016 07:01 PM GMT

  • Member PM.Dip
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Many thanks for the feedback about support Garry, I wasn't aware that support was only by email.

Karen

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  • # 114296

Hi Sarah

Thanks for your comments.

We are currently using SAGE for departmental reporting but it can be clumsy and produce reports which aren't user friendly to show to the Trustees.

We have contacted SAGE and their suggestion is to upgrade to SAGE plus which has a high price tag so other options are being researched as well.

I have asked if the accountant can customise some reports but I still think an upgrade would be necessary to get the reporting that the client wants.

 

Karen

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  • # 114298

Hi Karen 

 

Yes, you have a valid point.  I presumed you were using the full Version as the reports are a lot better and easier to customise.   Hope your client finds the right software. 

Each software has its good points; I do like Xero, but one of the bug bearers I have with it is the detail in the Suppliers activity with minus and Pluses.  I do like to see my debits and credits and to see exactly which invoices are paid by the supplier payment without having to click it to each one to try and work it out.   We do a lot of Creditors reconciliations for clients which large suppliers accounts, hence why it is a bug bearer.   It frustrates me when I am speaking to the supplier on the phone dealing with a query.

 

 

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  • # 114300

Hi Sarah

 

Thank you for that comment which we will have to consider as we also deal with a high number of supplier payments and I can

see that issue becoming very frustrating.

 

We're going to see if we can trial Xero for a time and see how things go!

 

Thanks

Karen

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  • # 114306

Hi Karen

Don't discard Xero, they introuduced new reports in Nov 16:


Contact Transactions - Summary report
Contact Transactions - Cash report
Contact Transactions - Receivables report
Contact Transactions - Payables report

You can find these reports via ‘Contact Transactions - Summary’ on the Reports Dashboard - Even better save as Custom report for quicker access.

These will help with supplier rec.

Hope this helps.

Vip



Edited at 10 Dec 2016 10:04 AM GMT

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  • # 114308

Hi Vip

 

Many thanks, I've made a note of those reports so I can look at them when we trial the software.

 

Karen

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  • # 114309

Hi VIP and Karen 

one of the advantages of sage over Xero on suppliers . Is on sage you do not have to do a report to see this it is on the activity clearly .  You do not want to pull up a report every time your on a call to a supplier or a debtor.  In this respect Xero is very weak on the activity screen.  Minus and pluses are not good enough for volume .  Sage activity screen is definitely one of it strong features and sending it to excel easily is a great feature with out having to run a report.  VIP I was at the Xero road show and whilst I think Xero is very good , when you have a large volume of supplier invoices and suppliers I feel sage  reporting and activity screen is far stronger and more robust for that clientele 



Edited at 10 Dec 2016 09:32 PM GMT

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