Product Overview
- Xero Cashbook and Xero Ledger
- Accountants and bookkeepers can add small clients to Xero with Xero Cashbook and Ledger by joining the partner program
- Import bank transactions
- Connect directly to banks or import from downloads.
- Reconcile and report
- Get automated bank rec and powerful reports.
- Give your clients access
- Practice staff set up and manage client accounts.
- Use with practice tools
- Sync with Xero practice software to exchange data.
Specifications
- Import bank transactions
- Get details of all bank transactions into Xero ready for regular reconciliation.
- Connect directly to banks from Xero Cashbook to get daily bank feeds
- Download bank transactions and import them into Xero Ledger or Xero Cashbook
- Reconcile and report
- All cashbook and ledger plans include bank reconciliation, fixed asset management, budget tools and financial statements.
- Reconcile bank transactions with automated transaction matching
- Manage fixed assets, prepare budgets and generate reports in any plan
- Some cashbook plans include VAT reporting
- Give your clients access
- Practice staff are in control of the accounts with these plans.
- Choose the plans that best suit the way clients work
- Set up, code and manage client accounts
- Grant clients access to Xero Cashbook to view data and reconcile transactions
- Use with practice tools
- As with other Xero business plans, Xero Cashbook and Xero Ledger integrate with other Xero practice tools.
- Connect to Xero HQ and Xero Practice Manager to manage clients, jobs and activities
- Sync with Xero Workpapers to manage compliance workflow and queries
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