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Xero

Xero Cashbook & Ledger

Accounting & Financial | Accounting Software

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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