Creating a New Bank or Cash Account

To add a new account:

  • Click the Add new button on the top-right

You will be redirected to a form with the following fields:

FieldDescription
Bank NameSelect or search the bank/cash name
Account NumberEnter the account number (optional for cash accounts)
Account NameEnter the internal name for this account (e.g., “Maybank Main Account”)

Click Save to add the new bank or cash account.

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