Xero has announced the evolution from Xero Cashbook to the new and improved Xero Simple. This transition, set to take place on the 14th of April, is designed to offer users enhanced features without any additional cost ...
By introducing enhanced features and greater accessibility, Xero Simple aims to simplify financial management!
Xero Simple isn't just a rebranding exercise; it's packed with new functionalities aimed at making accounting tasks easy. Here's what users can look forward to:
Invoicing and Quotes: Users can now create and send up to 10 professional invoices and quotes per month, streamlining the payment process and keeping cash flow humming along.
Data Capture with Hubdoc: Gone are the days of shoeboxes filled with receipts. With Hubdoc integration, capturing and organising receipts becomes effortless, reducing manual data entry and potential errors.
MTD for Income Tax Readiness: With the Making Tax Digital (MTD) initiative on the horizon for 2026, Xero Simple has users covered. The platform is equipped to handle quarterly updates and final declarations, with a beta version available from April 2025, subject to registration and eligibility.
One of the standout changes with Xero Simple is the enhanced client access. Those with the cashbook client or managed client user roles will transition to the standard (and reports) user role, allowing for a more hands-on approach to their financial data.
Advisers will maintain their existing roles, ensuring continuity and familiarity. From the 14th of April, accountants and bookkeepers will have the flexibility to adjust client access as needed, tailoring the experience to each client's unique requirements.
"How to prepare for the transition!"
For those already using the non-VAT Xero Cashbook, the migration to Xero Simple will be as smooth as a well-reconciled bank statement. The transition requires no action from users, and they can immediately start enjoying the new features upon migration.
By introducing enhanced features and greater accessibility, Xero Simple aims to simplify financial management and prepare users for future tax digitalization initiatives.
Xero Simple makes accounting not just simple, but simply delightful.
If anything I've written in this blog post resonates with you and you'd like to discover more about Xero Simple and how it aims to simplify your financial management, it may be a great idea to give me a call on 01604 217365 and let's see how I can help.
Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.
She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.
Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.
You know what they say: if you want something done well ask a busy person!
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