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Your CashBooks

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

LV are connected to LedgerVault for . are not in Cashbook yet.
NameStatusGST Return StatusNo. Unrecon. TransactionsActions

No cashbooks yet

Connect your Xero organisations to LedgerVault first. Then import the ones that become cashbooks, or create a cashbook from scratch.

Xero organisations are connected to LedgerVault and ready to import.

Organisations

Every Xero organisation has connected, and where each one is used.

Choose the Xero organisations to import into Cashbook. Tick them below, then press Import to CashBook. Only organisations not in Cashbook yet are shown.
OrganisationXero connectionConnected onCashbookReviewPal

No Xero organisations connected yet

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

Xero organisations connected to LedgerVault
Xero organisations in Cashbook
Xero organisations not in Cashbook yet
selected
OrganisationXero connectionConnected onCashbookReviewPal
No Xero organisations match “”. Every connected Xero organisation is in Cashbook already. None of your Xero organisations is in Cashbook yet. Tick the ones to import under Not in Cashbook.