How do I add new bank account?
You may access the Cash & Bank module and tap on “Add Bank Account”. Fill in the required details such as bank name, account number, currency, opening balance, as at date and tap on “Add”.
How do I edit/delete my bank account details?
In the Cash & Bank main page, select your bank account. Tap on “Edit” or “Delete” in the top right command window. However, do note that you are not able to edit or delete your bank account if you have transactions under this account.
How do I view a particular bank account information?
You may tap on “All Account” in the page header to switch to the desired bank account. Alternatively, you may tap on the bank balance of the desired bank account in the Cash & Bank main page.
What does “As At” mean?
It refers to your new bank account opening date. For existing bank account, it refers to the first day of your current financial year.
How do I record an Account Transfer?
You may access the Cash & Bank module, tap on the “+” floating button and tap “Account Transfer”. Fill in the required details such as amount, from which account, to which account and tap on “Save”. The saved Account Transfer will be visible in the Cash & Bank module as well as home page.