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Xero Advisor Directory Has New Matchmaking Tool

April 30, 2021
Bill Kimball

xero directory

There are two office locations to serve you and we are fully equipped to meet and provide services virtually. We have owned and operated several businesses over the last 14 years and know the value of a good accounting firm.

Xero has announced the launch of a new matchmaking tool to match small business owners with the right accountant or bookkeeper based on their industry, maturity and growth expertise. Xero HQ is the platform for your practice, designed to give you the information you need, when you need it. This latest tool in the Advisor Directory lists individual advisors and markets their unique expertise and skills to potential clients. Xero’s new matchmaking tool has the ability to match customers with an accountant or bookkeeper based on industry, maturity and growth expertise. “Xero” and “Beautiful business” are trademarks of Xero Limited. Xero payroll certification covers the crucial steps of Xero payroll, with a focus on getting payroll set up efficiently and ensuring a smooth process in the future.

xero directory

If you start dealing with a new business, you search by their name, ABN etc, and it comes up with their address data and credit rating. Also, if your contact’s credit rating changes, it’ll be updated for you. We do appreciate all your continued feedback here. Quite openly, an on/off switch isn’t as simple as it seems. However, we’re currently looking at options to make it less intrusive where less relevant. When we have more news, we’ll share this with you here.


I appreciate the idea behind it but it will confuse other staff members here and we will end up with duplicate contacts etc. Give us the option to turn this useless feature off. Any new customers are created using information from Account Application forms, so no use to us at all. The main vision in us creating this is that there’s one source of truth in your Contact information.

The ability to add people with the same name would then be possible which is another bugbear. Are you going to start upselling bookkeeping services everytime I code a transaction?

  • Sync invoices with precision into the rest of your firm’s financial activity.
  • Yet a Forrester Consulting study commissioned by Xero found just 26% of small business respondents consulted these trusted advisors since the outbreak of COVID-191.
  • I am actually quite surprised to read that so many small businesses do not like this feature.
  • And if you cause any damages to my company through incorrect contact details, you will be sued.
  • You can also specify expense category and tax account codes in Clio Manage, and sync them to Xero.

As all the other users have said, this feature has offered no improvement for many of us – just frustration and error. Hey team, really appreciate ALL the feedback that we’ve had on this thread. I wanted to add a few points given that the recent release is different than what we’d released originally. Please, listen to your customers and keep us updated as to what you are actually doing to rectify/appease your customers who are highly frustrated. I notice that you don’t have our correct postal address in the directory anyway. Do appreciate the feedback, Debbie – There’s no way to turn this off atm, but we have a larger discussion on this that we’re continuing to monitor for now, and I’m going to merge your post to so we can keep you updated with everyone there.

Xero Adds New ‘matchmaking Tool’ To The Advisor Directory To Help Small Businesses Find The Right Expert

Professional advice from accountants or bookkeepers is often one of the biggest factors in the success or failure of a business. During the past 12 months alone, the impact of the pandemic has seen an estimated 26% of small businesses shut their doors according to a global OECD survey. Xero’s Advisor Directory was built to help small businesses find a Xero certified accountant or bookkeeper in the same city or region. As the COVID-19 pandemic has changed the way businesses and accounting and bookkeeping firms think about how and where they work, Xero has evolved the Advisor Directory to include a new matchmaking tool to make it easier for small businesses to find the right advisor. It takes into account industry, business maturity and regional ambitions, not just their physical location. It is creating so much more work for our business. We are constantly making errors on account of incorrectly auto-populated data, and having to go back and manually delete information.

Adding more useless contacts to an already useless database that most (well 99.9%) of us wont use doesnt make it any more useful. That is 3 incorrect from 3 customers whose name’s were actually in your database – so much for your “one source of truth in your Contact information.” I would like the option to switch off the auto populate “feature” which has been imposed on us. I use a tablet to do quotes on site and as a small business using a tablet it will not allow me to add a new customer as it has to search thousands of business that i will never deal with. On one hand it’s comical to watch this unfold because you are making an absolute mess of this, but on the other hand, it’s highly frustrating and I wish you would stop it because it annoys the hell out of me everytime I create or edit an invoice.

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Trusted by hundreds of leading ecommerce accounting firms.Invoicing and jobs, Practice manager Practice Ignition 363 Invoicing and jobs, Practice manager Practice Ignition eliminates the friction by sending your clients a single, smart proposal they can read, sign and pay in one place. That’s more closed deals for you and less back and forth for everyone! Bills and expenses, Invoicing and jobs ApprovalMax 98 Bills and expenses, Invoicing and jobs ApprovalMax is an approval app that extends Xero with powerful approval automation features for accounts payable and accounts receivable. Invoicing and jobs, Time tracking WorkflowMax 112 Invoicing and jobs, Time tracking A Xero product offering all-in-one workflow. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more.

And we are finding your responses a bit tone deaf. Please, please, allow us to manually enter our own data by default. Then those who wish to search this Business Directory as an option can turn it on. I am sick to death of having to delete all of this irrelevant data. And embarrassed at having customers say “Umm, that’s not my ABN.” Do you know how compromising and professionally embarrassing that is? And on the odd occasion the customer I am dealing with should appear in the list – the information imported is extraneous and is placed in the wrong fields (customers in a suburb of “Sydney” do not need “Sydney NSW” in the “City” field, for example).

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We’re here to help as you respond to the challenges of Covid-19. Explore updates, webinars and business resources. Personally I find this very helpful when I process an invoice for a new Customer. I do not need to ask too many questions and after confirming their address, I manage to select the correct company with all important info like telephone, physical address get populated automatically into Xero. Do you know how infuriating it is to have to correct all of this on the FEW occasions this directory actually finds the correct customer? I cannot understand why Xero is refusing to budge on this. How is that even a good reason to justify it’s existence ?

Accountant tools, Practice manager Xero Practice Manager 2 Accountant tools, Practice manager With Xero Practice Manager, you can seamlessly manage your jobs from start to finish in one system. Trusted by thousands of accountants across the world to efficiently run their practices.Payroll HR Xero Payroll Payroll HR Xero Payroll makes managing staff stress free and helps employers stay compliant. The cloud platform allows you to organise all your business information in one handy place.Bills and expenses Xero Expenses Bills and expenses Save time and admin costs. Capture, track and manage expense claims with easeInvoicing and jobs, Time tracking WorkflowMax 95 Invoicing and jobs, Time tracking A Xero product offering all-in-one workflow.

We work with pre revenue start-ups through fortune 500 companies. As companies grow, we assist them with a full complement of services to help them reach their goals every step of the way. Find accountants and bookkeepers who serve clients in your industry or line of business. • The Clio Manage and Xero integration means no longer having to sweat the small details — like applying taxes. Whenever you apply a tax to an expense category in Clio Manage, the same tax amount will be applied to the client invoice in Xero. You can also specify expense category and tax account codes in Clio Manage, and sync them to Xero. Has the status of an invoice in Clio Manage recently changed?

As the COVID-19 pandemic has changed the way businesses and accounting and bookkeeping firms think about how and where they work, Xero has evolved its Advisor Directory to take into account industry, business maturity and regional ambitions, not just a physical location. Explore features and tools built for small businesses, accountants and bookkeepers. Silver Accounting group is a full-service CPA firm offering individual & corporate tax services, bookkeeping, payroll & business advisory. We have a great team available to take your tax & accounting tasks off your hands.

A Xero Certified Advisor will be the most efficient bookkeeping solution for your firm allowing you to focus your time on business growth. Single Touch Payroll in Xero makes it easier for businesses and their employees to receive JobKeeper payments. Maybe if Xero able to around the bugs with some filter capability or option for those that do not need to opt out, I hope that this feature will be available again with improvement.

xero directory

Maybe you could have a list of known products from partner suppliers in the coding screen. Please don’t develop any of the features I just mentioned.

We experienced Xero and how this beautiful accounting software has allowed us savings through efficient processing. We are here to help transition, guide, teach, support – especially in healthcare and small business; to experience the efficiency and beauty of a well-thought system. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business. Enjoy peace of mind with Clio’s Xero integration. Categorize, sync and manage your firm’s financial information with ease. Sync invoices with precision into the rest of your firm’s financial activity. Supply accurate and up-to-date financial reports to regulatory bodies and remain compliant, with ease.

Fca Publishes Guidance On Treatment Of Vulnerable Customers

We have and will not have any business contacts from America, therefore it is a pain when it automatically selects these, then when I go to manually change the name it again automatically selects an incorrect business. When entering new contacts, I get business suggested from all over America.