Transfer to Cashbook
Move a branch's organisations from LedgerVault into that branch's Cashbook, one branch at a time.
1 Branch2 Organisations3 Confirm4 Done
Which branch is this for?
The cashbooks are created in this branch's Cashbook organisation.
Which organisations go into Cashbook?
organisations from are not in Cashbook yet. Tick the ones on the branch's client list.
Everything connected for this branch is already in Cashbook.
Confirm the transfer
organisations become Connected cashbooks in . The branch chooses each cut-over date later. Nothing changes in Xero.
Transferring…
of done.
Transfer finished
transferred, failed. Failed organisations stay in LedgerVault and can be retried.