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.
Import bank transactions
Get details of all a business’s 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 reporting and payroll
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
- Populate the accounts into Xero Tax without re-entering it
Join the partner programme to use Xero Ledger and Xero Cashbook
Xero Ledger and Xero Cashbook plans are only available via accounting and bookkeeping practices who are members of the Xero partner programme. Partners can offer them to clients, and grant access to Xero Cashbook if they choose.
More about Xero Ledger and Xero Cashbook plans
Xero Ledger is for clients who need annual accounts preparation but not GST reporting. It includes bank reconciliation, budgeting tools, fixed asset management, financial statements, and document storage in the Xero file library. You can let clients view their data and reports but they can’t code transactions.
Xero Non-GST Cashbook is for clients who don’t need invoicing or GST reporting. Get daily bank feeds of client bank transactions in addition to all the features of Xero Ledger. You can let clients code their transactions and view their data and reports.
Xero GST Cashbook is for clients who don’t need invoicing but do need GST reporting. Get daily bank feeds of client bank transactions and generate GST returns in addition to all the features of Xero Ledger. You can let clients code their transactions and view their data and reports.
