Billoxy · Features
DesktopBank
Menu Cash/Bank → Bank Accounts (`/definitions/bank-account`). Create bank accounts, open Transaction Details for Collection, Payment, Cash Transfer, and Other Bank Process, and optionally compare statements from the grid.
Multi-Account per Bank
One bank branch can hold many accounts — flip the card to compare balances, then open Transaction Details on the exact account you need.
How multi-account works
- Parent record = bank + branch (IFSC) + phone
- Children = one or more bank accounts (name, number, currency, opening balance, status, credit-card flag)
- Flip card back lists every account with its own Balance
- Transaction history opens on the accountId — not the bank parent alone
- Edit bank → Bank Accounts tab → add another account block and Save
Product screenshot coming soon
Why it matters
Clear posting
Collections to operating account stay separate from a credit-card account.
Clear balances
Each account shows its own Balance on the card back and in history.
Clear audits
Bank Account - Transaction Details is always for one account’s ledger.
Name accounts clearly (e.g. Current – Ops, Savings – Reserve) so Collection/Payment modals and Cash Transfer destinations are easy to pick.
Frequently asked
Can accounts use different currencies?+
Yes — each account block has its own Currency. Conversion helpers appear when posting amounts that need account-currency display.
Related features
Create & Edit Bank Account
Create New Bank Account uses two tabs — General Details for bank/branch/phone, and Bank Accounts for one or more account numbers, currencies, and opening balances.
View featureBank Accounts List
The Bank Accounts page shows a Bank Balance overview and flip cards for every bank — search, create, edit, delete, and open Transaction Details per account.
View featureBank Transaction History
Bank Account - Transaction Details is the ledger for one account — running Balance, document numbers, and New Transaction for Collection, Payment, Cash Transfer, and Other Bank Process.
View featureBalances Explained
Bank Balance on the list, per-account card balances, Opening Balance on create, and the running Balance column on history all tell the same money story at different levels.
View featureReady to try Multi-Account per Bank?
Jump into Billoxy and see it in action on your own data.