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Your CashBooks

Select a cashbook to manage your accounts and transactions, or create a new one to get started.

LV 8 organisations are connected to LedgerVault for SBA New Lynn / Mt Eden. 6 are not in Cashbook yet.

Name	Status	GST Return Status	No. Unrecon. Transactions
Kowhai Plumbing Ltd	Connected	Due in 12 days (28 Oct)	41
Manuka Joinery Holdings Ltd	Activated	Overdue by 4 days (12 Oct)	7
Hillcrest Dairy Partnership	Activated

Connect to LedgerVault

You will be sent to LedgerVault to sign in with Xero and choose the organisations to connect. Nothing is imported and no cashbook is created.

Connect every organisation your branch looks after, even ones that will not become a cashbook.
Each organisation goes through Xero consent once, then any Atas app can use it.
Come back to Cashbook from the app switcher.

Bulk import from LedgerVault

Choose organisations already connected to LedgerVault. Cashbook creates one cashbook for each, as Connected, from the start of its current financial year.

Fixed assets and the cut-over date are chosen per cashbook afterwards, in its settings.

Organisations

Every Xero organisation SBA New Lynn / Mt Eden has connected, and where each one is used.

Connected to LedgerVault

In Cashbook

Not in Cashbook yet

Organisation	Xero connection	Connected on	Cashbook	ReviewPal
				Coming later
No organisations here yet.

Trial balance

As at , stored when the organisation was connected

Code	Account	Debit	Credit

	Total