Bank Accounts

To record the cash flow, you need to create an account for the organization. By using them, you can distribute the cash flows. Flowlu accounts are not just bank accounts. You can also add cash accounts. If you have several organizations, then each account must be linked to a specific organization.

Transactions made within bank accounts are recorded in the Finance module. They can be automatically recorded for cash flow transactions, but users can add and edit them manually depending on access rights to each bank account. To learn more about access rights for bank accounts, explore the related article. 

Bank accounts are created in Portal Settings → Finance → Bank Accounts. To add an account, click on the corresponding button in the upper right corner.

In the opened side panel enter:

• account name. For example, the name of the bank;
• account type — Bank account or Cash;
• select the organization to which the account belongs and save.
• currency
• opening balance if you choose to record account balance