Payment accounts
The cash boxes and bank accounts money moves through, and why every receipt names one.
1. Create an account
Open the form
Go to Settings → Operations setup → Finance → Payment accounts and press (+).
Fill in the fields
Field Required Description Name Yes Maximum 255 characters. Use a name that identifies the real place the money sits. Type Yes Cash box or bank account. Bank No For bank accounts, the institution. Bank name No Maximum 255 characters, when the bank is not in the list. Account number No Shown to tenants when you ask them to transfer. Account holder No The name on the account. IBAN No Validated for format when entered. SWIFT / BIC No Validated for format when entered.
2. Scope accounts to buildings
Accounts can be limited to specific buildings, so a site manager can only record money through their own cash box. Set a default account per building to remove a decision from every receipt — see Buildings.
Do not create an account per staff member. Accounts model where money is, not who touched it — the person is already recorded on the receipt.
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