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Carried Forward Balance Account - Xero: Video Tutorial
Carried Forward Balance Account - Xero: Video Tutorial
Iona Bird avatar
Written by Iona Bird
Updated over a week ago


A2X will separate payout and settlement data according to the month the sales or fees actually occurred. This ensures that your financial accounts properly record the transactions in the correct month. This also makes months more comparable to previous months and years for your reporting purposes.

A2X calls this the carried forward balance process.

Watch the video tutorial below to walk through the process:

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