Billoxy Logo
Billoxy
Billoxy
Back to Features

Billoxy · Features

Desktop

Cash

Menu Cash/Bank → Cash Accounts (`/definitions/cash-account`). Create and manage petty cash accounts with balance and currency. From history record Collection, Payment, and Cash Transfer (shared with Bank and Party ledgers).

Create

Create & Edit Petty Cash

Create New Petty Cash is a simple modal — name, currency, opening balance amount/date, and Active status — then Save.

Open the modal

  1. 1Click Create New Cash Account (or empty-state + Create New Cash Account)
  2. 2Modal header: Create New Petty Cash (same chrome for edit)
  3. 3Fill fields → Save

All fields

  • Cash Account Name
  • Currency — defaults to tenant base currency
  • Opening Balance Amount
  • Opening Balance Date — may be locked when the account is Active; inactive submit can force period start
  • Is Active — Active / Inactive radios

Product screenshot coming soon

No IFSC, branch, or multi-account tabs — those belong to <a href="/features/bank">Bank</a>.

Delete & status

  • Card menu Delete — confirm: Are you sure to delete this cash account? You won't be able to revert this!
  • Inactive via Is Active on edit when you stop using a till but want history kept

Product screenshot coming soon

Prefer Inactive over Delete when the cash account already has a ledger.
Tip

Set Opening Balance Amount and Date when migrating an existing till — the opening line appears on Cash Account - Transaction Details and is protected from casual delete.

Frequently asked

Can I change currency later?+

Currency is chosen on create/edit. Prefer setting the correct currency before posting many Collection/Payment rows.

Related features

List

Cash Accounts List

The Cash Account page shows an overview balance strip and cards for each petty cash account — search, create, edit, delete, and jump into history or post Collection/Payment/Transfer from the card menu.

View feature
Balance

Cash Balances Explained

Overview strip, card Balance, Opening Balance Amount on create, and the running Balance column on history all describe petty cash at different levels.

View feature
History

Cash Transaction History

Cash Account - Transaction Details is the ledger for one petty cash account — running Balance and New Transaction for Collection, Payment, and Cash Transfer.

View feature

Ready to try Create & Edit Petty Cash?

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

Open Cash Accounts