Billoxy · Features
DesktopBank
Menu Cash/Bank → Bank Accounts (`/definitions/bank-account`). Create bank accounts, open Transaction Details for Collection, Payment, Cash Transfer, and Other Bank Process, and optionally compare statements from the grid.
Balances Explained
Bank Balance on the list, per-account card balances, Opening Balance on create, and the running Balance column on history all tell the same money story at different levels.
Where balance appears
- Bank Balance strip on Bank Accounts — total across accounts
- Flip card back — balance per account (with currency sign)
- History header strip — balance for the open account
- History column Balance — running balance after each transaction
- Create form: Opening Balance, Opening Balance Date, Balance Amount
- Dashboard Account Details — Bank (and Cash) summary cards
Product screenshot coming soon
Balance cheat sheet
What changes the balance
Increases
Collection, Inflow Other Bank Process, transfers into this account, Opening Balance.
Decreases
Payment, Outflow Other Bank Process, transfers out of this account.
Currency
Multi-currency accounts show conversion helpers (Account Currency / Amount in Account Currency).
Reconcile by exporting Bank Account - Transaction Details and matching running Balance to your bank statement — fix gaps with Collection, Payment, Transfer, or Other Bank Process.
Frequently asked
Is Bank Balance the same as Dashboard Total Profit?+
No. Bank Balance is cash in bank accounts. Total Profit on Dashboard is sales − purchases − expenses (P&L style).
Related features
Bank Accounts List
The Bank Accounts page shows a Bank Balance overview and flip cards for every bank — search, create, edit, delete, and open Transaction Details per account.
View featureBank Transaction History
Bank Account - Transaction Details is the ledger for one account — running Balance, document numbers, and New Transaction for Collection, Payment, Cash Transfer, and Other Bank Process.
View featureCreate & Edit Bank Account
Create New Bank Account uses two tabs — General Details for bank/branch/phone, and Bank Accounts for one or more account numbers, currencies, and opening balances.
View featureMulti-Account per Bank
One bank branch can hold many accounts — flip the card to compare balances, then open Transaction Details on the exact account you need.
View featureReady to try Balances Explained?
Jump into Billoxy and see it in action on your own data.