Accounts and Finance
The accounts module manages money storage points and account-based transaction history across the business.
Common account types
SmartBill can support accounts such as:
- cash
- bank
- current account
- custom account types defined by business logic
Account data
An account can store:
- account name
- account type
- branch
- account number
- bank name
- branch name
- branch code
- opening balance
- current balance
- status
Main finance actions
The account screen can support:
- deposit
- withdrawal
- transfer
The account transaction view can also show records linked to:
- sale
- purchase
- sale return
- purchase return
- income
- expense
Why multiple accounts matter
Businesses often separate money by source or purpose, such as:
- main cash drawer
- branch cash account
- bank account
- petty cash account