LedgerVault is the first stop

High-fidelity click-through for CAS-2317 (Cashbook LedgerVault menu and app switcher), CAS-2319 (LedgerVault per-product status, bulk import and the stored trial balance) and CAS-2320 (Admin import across all branches). Built from Concept A as reviewed by Aidan on 16 Oct 2026. One prototype per real starting state; LedgerVault screens are drawn in LedgerVault's own styling.

Prototypes

Franchisee — returningA branch with 850 Xero organisations connected, 137 of them already in Cashbook (138 cashbooks on the dashboard). Connect more, import one or many, view a trial balance, disconnect, delete. Start here. Franchisee — first runA new branch with no cashbooks and nothing connected yet: the empty dashboard, the empty LedgerVault list and the first connect. Admin — all branchesWhat an internal Admin (Dhruv, Darryl) sees in LedgerVault: every branch's organisations, Branch unknown rows, bulk import with a confirm step grouped by branch.

Design references

Concept board (design stage)The three directions explored before Concept A was chosen, with the critic's scores. Concept A carries Aidan's review changes.

Spec: PROTOTYPE.md · screen map: screens.json · decision record: DESIGN.md, all in prototypes/prd-119-ledgervault-first-stop/ on the prototype/prd-119-ledgervault-first-stop branch.