Tutorial: How to manage your Cash and Bank Accounts

Welcome to our comprehensive guide on “How to manage your Cash and Bank Accounts”.  

Step 1:

Click on the accounting icon on the Homepage.

Step 2:

Click on ‘Cash and Bank’

Step 3:

Click on ‘Add new bank’

Step 4:

Fill in the corresponding details and click on ‘Save’.

Step 5:

Now, following a similar procedure, click on ‘Add opening balance’

Step 6:

Fill in the corresponding details in the dialogue box that appears and click on ‘Confirm’.

Congratulations, you have successfully learned how to manage your Cash & Bank Accounts.

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