Construction

How to Record a Letter of Guarantee (LG) Cash Margin Deposit

Recording cash blocked by the bank as collateral for issuing a performance or advance payment guarantee.

Account NameTypeDebit ($)Credit ($)
Restricted Cash (LG Margin)Asset (+)10,000.00-
Cash in BankAsset (-)-10,000.00

💡 Accountant's Note

Banks often require contractors to block 10-30% of the guarantee value as cash collateral. This is still the contractor's asset — it is reclassified from unrestricted cash to restricted cash.

Practitioner & Systems Framework

💻 ERP Architecture

Maintain a comprehensive Guarantee Register in the ERP linked to the Restricted Cash GL. The register should track LG number, project, expiry date, total value, and margin percentage. This is critical for managing working capital.

⚠️ Audit Flags

Verification of restricted cash via direct bank confirmations. Auditors check the guarantee register to ensure all margins are properly classified as non-current if the LG expiry is beyond 12 months.

📄 Required Documentation

Bank facility agreement detailing margin requirements, margin deduction advice, and updated LG register.

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Expert Analysis by Qusai Ahmad

General Accountant Supervisor & IFRS Specialist

Specialized in SAP GUI automation and Middle Eastern tax compliance. Building digital tools for the next generation of finance leaders.

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