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Desktop

Bank

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.

List

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.

Overview strip & layout

  • Page title: Bank Accounts
  • Overview: Bank Balance — total balance from live data (currency-formatted)
  • Grid of flip cards (this page is card-first, not a table toggle)
  • Search by bank name from the toolbar
  • Primary CTA: Create New Bank Account
  • Empty: There are no data available… → + Create New Bank Account

Product screenshot coming soon

Bank Balance at the top tells you total funds across accounts before you drill into one card.

Flip card — front vs back

F

Front (bank)

Bank name, Active tag, Branch Name, Branch Address, Branch Code, Contact Number.

B

Back (accounts)

Each account: Account Name × Account Number, live Balance, Active tag, row action Transaction Details.

⋯

Bank menu

Edit opens the create modal with that bank; Delete asks for confirmation (cannot revert).

Typical list actions

  1. 1Scan Bank Balance for overall cash position
  2. 2Flip a bank card to see all accounts and balances
  3. 3Open Transaction Details on an account to post Collection or Payment
  4. 4Use Edit to add another account under the same bank (multi-account)
Tip

Dashboard Add Bank Details deep-links here (`?showModal=true`) so onboarding can open Create New Bank Account directly.

Frequently asked

Are there status/type filters like Parties?+

Bank list is search + cards. Active/Inactive is set per account on create/edit (Bank Account Status), not a Party-style Change Status bulk filter.

Related features

Overview

Bank Accounts Overview

Bank Accounts under Definitions holds every company bank and nested account — so collections, payments, and transfers always hit the right balance.

View feature
Create & Edit

Create & 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 feature
Create & Edit

Multi-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 feature
History

Bank 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 feature

Ready to try Bank Accounts List?

Jump into Billoxy and see it in action on your own data.

Open Bank Accounts