Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't
Good afternoon. I've got a client who's staging for making tax digital. They're a client who is a cash-based business, so therefore doesn't reconcile a bank account, and they're just using the Xero mobile app to record receive money and spend money transactions for their cash. We've come up against a roadblock because it looks like the Xero mobile app doesn't allow you to do receive money transactions, only spend money transactions to the cash account. Is this correct or is there a workaround?
Joshua Thomson
shared this idea
Hey Joshua, thanks for reaching out and sharing this feedback.
If your client doesn’t receive money into a bank account, they can create a separate cash account in Xero—for example, “Cash Account”—without connecting a bank feed. They can then use this account to record Receive Money and Spend Money transactions through the Accounting app.
For further guidance on setting this up, we recommend raising a case with Xero Support. The Support team will be best placed to help with the specific setup and answer any questions.
