Xero Cashbook and Xero Ledger

Accountants and bookkeepers can add small clients to Xero with Xero Cashbook and Ledger by joining the partner program.

Features

• **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
• **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
• **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