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Case Ledger Transfer

To process a case ledger transfer in Xero:

  1. Navigate to the Manual Journals area
  2. Click on New Journal
  3. Enter "Case ledger transfer" as the Narration
  4. Select the Date of the case ledger transfer
  5. Create a line item for the sale case:
    1. Enter "Proceeds of sale" as the Description
    2. Select the sale case's reference as the Account
    3. Enter the case ledger transfer amount as a Debit GBP
  6. Create a line item for the purchase case(s):
    1. Enter "Proceeds of sale" as the Description
    2. Select the purchase case's reference as the Account
    3. Enter the amount being transferred to the purchase case ledger as a Credit GBP
  7. Click Post to create the case ledger transfer

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You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.