If you’re a Xero user, you might have already heard the news that Xero Cashbook is out, and Xero Simple has arrived. But don’t worry, this isn’t one of those “new name, same headaches” kind of changes. In fact, it’s quite the opposite ...
Xero Simple is a thoughtful upgrade designed to give you more tools, better automation, and an easier path to compliance with Making Tax Digital for Income Tax (MTD for IT). And here's the best part – it’s all included at no extra cost.
The subscription remains £7 per month (plus VAT),
As you’re getting a lot more bang for your bookkeeping buck, you're probably wondering what’s actually changing? And how does it help you as a business owner who’d rather spend time doing anything else than battling spreadsheets?
Let’s break it down:
MTD for IT Ready - You don’t need multiple tools or tangled systems anymore. Xero Simple supports everything from data entry to quarterly updates and final submissions — all in one place. Whether you're managing a sole trader setup or juggling rental income on the side, it’s now easier to stay compliant (beta features available subject to eligibility).
Bookkeeping on Autopilot - Bank transactions can now be pulled in automatically from your bank feed or imported with a few clicks. And reconciling those transactions? Let’s just say the AI's got your back. You’ll spend less time on admin and more time doing what you actually enjoy (or at least not dread).
Invoicing without the Faff - Need to send out the odd invoice or quote? You can now create up to 10 professional invoices and quotes per month. That’s perfect for smaller operations, side hustles, or anyone who doesn’t need full-scale billing.
Snap Receipts on the Go - No more shoeboxes or mystery expenses. The mobile app makes it super easy to snap and store your receipts while you’re out and about. Goodbye, paperwork piles.
Better Collaboration With Your Bookkeeper - You can now work together more seamlessly inside the system. That means fewer back-and-forth emails, and more proactive help from your bookkeeper when you need it.
Simplified Tax and Compliance - Alongside MTD for IT, Xero is bundling tools that simplify compliance across other tax types too, thanks to Xero Tax now being included at no extra cost. If that doesn’t deserve a small victory dance, I don’t know what does.
So what do you need to do now? Honestly? Not much. If you were already using Xero Cashbook, you’ve been automatically upgraded to Xero Simple, and everything you had access to is still there, just with more options.
I feel the move from Xero Cashbook to Xero Simple is a win for small businesses and sole traders who want to stay compliant without overcomplicating their systems. It’s designed to help you stay ahead of the curve (and the taxman) while making day-to-day bookkeeping easier, faster, and far less painful.
If you’ve got questions about Xero Simple, how the MTD changes affect you, or just want to make sure everything’s set up right, I’m here to help you with a handholding session.
If anything I've written in this blog post resonates with you and you'd like to discover more about the change from Xero Cashbook to Xero Simple and how it will affect you, it may be a great idea to give me a call on 01604 420057 and let's see how I can help you.
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!
Keeping track of your accounts is a science as well as an art form. Yes, of course you can do it yourself, but wouldn't a bookkeeper make your life a whole lot easier? Having a clear picture of your finances at any given time...
If you are required to use Making Tax Digital for Income Tax but haven't yet registered, my advice is simple: don't wait for HMRC to do it for you. Taking control of your Making Tax Digital registration now gives you the oppo...
While I'm certainly going to allow myself a little celebration, maintaining Xero certification for bookkeepers is about much more than having another certificate to display. For me, it's about demonstrating that the knowledge...
If your business still uses Xero Classic Expenses, there is an important change coming that is worth preparing for sooner rather than later. Xero has confirmed that its Classic Expenses feature will be retired in early 2027, ...
If you've recently discovered that the first Making Tax Digital (MTD) for Income Tax quarterly submission deadline has passed, don't panic. The first deadline, August 7, has passed, but there are currently no late-filing pena...
Many small business owners attempt DIY bookkeeping to save costs and maintain control. Yet, this path can be daunting. Learn how you can manage your finances more effectively with my Bookkeeping Buddy subscription, ensuring y...
Making Tax Digital for Income Tax is now becoming a reality for many self-employed individuals and landlords. Bookkeepers across the country are beginning to complete their first quarterly submissions ......
You may have already done the difficult part of starting your own bookkeeping business; you've found clients, you've decided on your pricing, and now you're getting on with the day-to-day of looking after the clients you've ....
Loneliness in modern Britain does not always look like isolation. It can look like independence, remote working, online shopping and a perfectly ordin ...
Moving to Milton Keynes can feel like a lot, especially while you're job-starting and house-hunting at the same time. Short Stay : MK gives you a prac ...
The physical symptoms of work stress can sometimes be easier to dismiss than the emotional ones. You might put a headache down to a long day, blame ac ...
The Companies House accounts filing changes coming into force from April 2028 may sound comfortably distant, but I think businesses would be wise to s ...
All content on this blog, including but not limited to text, images, videos and audio, is protected by copyright. No part of this blog may be reproduced, copied, distributed, or otherwise used without the prior written consent of the author. Unauthorised use constitutes a breach of intellectual property rights.
Please note that many elements of this blog have been created using Artificial Intelligence (AI). As such, content may not always reflect verified facts or professional advice. The information provided is for general interest only and should not be relied upon as a sole source for making decisions, financial or otherwise. Readers are strongly advised to seek independent advice from qualified professionals appropriate to their country and situation.
The author of this blog, YourPCM Limited, and its directors, employees, and authorised agents accept no liability for any loss, harm, or consequence arising from the use or interpretation of content found on this site.
The sblogit.com platform is provided on an “as is” basis. By continuing to view or interact with this blog, you acknowledge and accept these terms. If you do not agree with any part of this notice, please cease using this site immediately.
YourPCM Limited is a company registered in the UK and operates exclusively under the jurisdiction of the laws of England and Wales.
