Bank Account Menu

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Set up a cash account

Cash accounts are created to record money received or spent from accounts held with financial institutions, including current/checking accounts, savings accounts and credit facilities. Cash accounts can also be used for petty cash imprest accounts and cash floats. Before you create the first cash account, you need to enable the Cash Accounts tab. To do that, click Customize under the list of tabs. [image] Select Cash Accounts option. [image] And click Update button at the bottom to confirm…

A bank account is a cash account. You didn’t mention if you are a new user or had been using an older version of Manager. But bank accounts and cash accounts were merged back in May 2016.