Bank Accounts

Bank Account List

To view Bank Account List go to Banking & Transactions-> Bank accounts where you can see all the bank accounts details and can download the list as PDF or CSV file by clicking on Export button.

Create Bank Account

To create a Bank Account go to Banking & Transactions-> Bank Accounts and click on New Account

Edit and Delete Account

To edit an account go to Banking & Transactions-> Bank Accounts and click on the Action column edit icon button. And you can also make Default Account by selecting Yes option in Default Account field and Default Account can not be deleted.

To delete an account go to Banking & Transactions-> Bank Accounts and click on the Action column delete icon button after that click on the Delete button.

If any account has any transaction record then the account will not delete.

Specific Account Transactions

Purpose : To see an account related all transactions

To view this specfic account transactions with filtering options go to Banking & Transactions-> Bank Accounts and click on the A/c Name or click on the Action column edit icon button next click on the Transactions. You can also download the transaction list as PDF or CSV file by clicking on Export button.