TheEazy CXM · Documentation
Docs › Finance & Expenses › Cash & bank

Cash & bank

Track cash and bank accounts.

Cash & bank tracks your money across cash and bank accounts, used when recording payments and transfers.

Manage accounts

  1. Open Bank Details Management.
  2. Add your accounts — cash and bank (e.g. HDFC, ICICI, SBI, Axis and others).
  3. Select the account when recording payments (Bank Transfer, Cash, etc.).
← Back to all docs