How to Manage your Cash-Bank account ?

An Organization receives payment from their customer or makes payment to their vendor i.e., via cash, cheque or bank transfer etc. Bearbook will manage transaction with all payment mode individually and can manage your Banks.

Follow Simple Steps to Add New Bank:

Click on Accounts Menu → Cash and Bank.

  • Now Click on Dropdown that is visible after Add Transaction Button.
  • You can see Two Menus Inside that then Click on First Menu Add Bank.

  • New Bank Block will be open then add your bank name and then Click on save to add Bank.

  • After that you can see your bank name in list of Cash And Bank Accounts.
  • Then You can add Sales Invoice Payment, Purchase Invoice Payment, Journal Transactions or Transfer Fund in Any Bank.
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An Organization receives payment from their customer or makes payment to their vendor i.e., via cash, cheque or bank transfer etc. Bearbook will manage transaction with all payment mode individually and can manage your Cash-Banks account.

Follow Simple Steps to Add New Cash-Bank Account.

  • Go to Cash and Bank.
  • In that, you can see one option of Add Bank, Tap on that.
  • Add Bank Popup will be opened. Enter your new Bank name and Tap on Save.
  • After that you can see your bank name in list of Cash And Bank Accounts. And also, you can add multiple bank accounts.
  • Then You can add Sales Invoice Payment, Purchase Invoice Payment, Journal Transactions and also you can Transfer Fund in Any Bank or Cash account.
  • In future, you can change bank name by tapping on bank name. 
  • If you have any other queries you can Message us anytime from Bottom Right Chat bubble or contact us on +91 9737773145.
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