Feature Overview

The Cash & Bank Management feature in myBillBook allows users to manage multiple bank accounts efficiently. By adding multiple bank accounts, businesses can track their transactions, balances, and maintain accurate financial records. This feature is particularly beneficial for businesses handling transactions from multiple banks or UPI accounts, ensuring seamless cash flow management and reporting.

Steps to adding multiple bank accounts

Follow these steps to add multiple bank accounts in myBillBook:

1. Navigate to Cash & Bank:

   • On the myBillBook dashboard, locate and click on the Cash & Bank option.

2. Add a New Bank Account:

   • Click on the + Add New Bank button.

3. Enter Basic Account Details:

   • Fill in the required fields:

     • Account Display Name: Enter a recognizable name for the bank account.

     • Opening Balance: Enter the current balance of the bank account.

     • Date: Specify the opening balance date.

4. Add Additional Account Details (Optional):

   • Toggle the Add Bank Account Details option to include:

     • Bank name

     • Account number

     • IFSC code

     • UPI ID (if applicable)

5. Save the Bank Account:

   • Click on Save to finalize and add the bank account.

   • Repeat these steps to add more accounts as needed.

6. Manage Accounts:

   • Use the three-dot menu next to each account to deactivate or update account details.

   • Optionally, select the bank account to show on invoices via Invoice Settings.

Watch How to Add Multiple Bank Accounts

FAQs to Adding Multiple Bank Accounts