Xero Features & Integrations
Here are some basic features included in Xero along with some additional Apps we recommend:
Paying bills and tracking expenses are an essential part of being in business
Xero Touch
Capturing expenses from credit and debit card transactions directly on your mobile phone is simple with Xero Touch.
Safeguard
Many businesses prefer to make all their payments online. However, if a more traditional payment method is needed, Xero can also print checks directly to PDF format.
Safeguard is a great resource for printable checks, with excellent service and competitive pricing.
To fully automate the process of documenting and recording bills, there are two Apps we recommend:
Hubdoc
Hubdoc fetches bills directly from vendors and can also receive and read emailed invoices. Coding rules are established so that expense entry happens automatically in Xero. Hubdoc can also fetch bank and credit cards statements, providing secure access to important accounting documentation.
- Pricing: $12 per month or free with Xero Business Subscriptions
Auto Entry
Auto Entry reads and imports detailed information from invoices and bills into Xero. They also do a fabulous job of converting bank and credit card statements into files that can be imported into Xero, so if you have some historical catching up to do, Auto Entry might just save the day.
- Pricing: 48 cents per transaction
Invoicing is crucial to most service businesses. Xero makes invoicing easy (even from a mobile phone)
Xero also has the ability to create Quotes, which can be relabeled as Estimates or Proposals, depending on the customary terminology in your particular industry.
Purchase orders related to jobs can also be created, tracked and converted to Bills in Xero.
Several options are available for collecting payments:
How to add a payment service in Xero
Receiving payment from customers via PayPal, Stripe, and ApplePay is simple with Xero.
Bill & Pay
We recommend Bill & Pay for managing more complex customer payment arrangements via ACH and credit card. $29 per month base fee, transaction fees start at 50 cents each
- Pricing: $29 per month base fee, transaction fees start at 50 cents each
use invite code: PALACIO
Veem
Veem is a perfect solution for vendor payments and international transfers. A payment link can be imbedded in your Xero invoicing, making it very easy for clients to pay you online at no cost.
- Pricing: domestic bank transfers $1 per transaction (paid by sender), and international exchange rates are very competitive.
Plooto
Plooto is an online bill paying service that also can be used for receiving payments from customers, but works best for pre-approved recurring invoices.
- Pricing: Transactions start at $1 each
We are always looking for solid options to offer our clients. If you are interested in or have used another App not on this list, let us know. We’d love your feedback.