All branches

One group per SBA branch. Transfer a whole branch's waiting organisations, or tick a few.

Branches
Connected organisations
In Cashbook
Waiting for transfer
selected across branch(es)

Transfer organisations to Cashbook?

Each becomes a Connected cashbook in . The branch chooses each cut-over date later. Nothing changes in Xero.

Transferring to Cashbook

of done. Each becomes a Connected cashbook in its branch.

Transfer finished

transferred, failed. Failed ones stay in LedgerVault and can be retried.