All UK Bank's Accounts | Accounting & Bookkeeping Software.

In Britixo, the Bank Accounts section allows you to manage the details of all your financial accounts. Each bank account can be customised with balances, account numbers, and institution details, helping you track and reconcile transactions seamlessly.

Access Bank Accounts

1. From the left sidebar, open the Accounting module.
   
   

2. Go to Banking → Bank Accounts.
   
   

Create a New Bank Account

1. Click the Add Bank Accounts button.
   
   

2. In the Account popup, fill in the details:
   
   

• Account Type – automatically set to Bank (cannot be changed).
  
  

• Detail Type – defaulted to Bank (cannot be changed).
  
  

• Name – enter a clear and descriptive account name.
  
  

• Number – available only if Enable Account Numbers is activated in General Settings.
  
  

• Parent Account (optional) – assign a parent if you want hierarchical organisation.
  
  

• Balance & As Of (optional) – enter the opening balance and its applicable date.
  
  

• Bank Name – specify your bank’s name.
  
  

• Bank Account – enter your bank account number.
  
  

• Bank Routing – enter the routing number provided by your bank.
  
  

• Address – provide the branch address or location.
  
  

• Description (optional) – add extra notes about the account.
  
  

Note: To assign and display account numbers across Banking, Reports, and Transactions, enable both Account Numbers and Show Account Numbers in General Accounting Settings.

3. Click Save to confirm.
   
   

Delete a Bank Account

• Only bank accounts without any transactions can be deleted.
  
  

• If transactions exist, you must delete or reassign them before removing the account.
  
  

Tip: Always double-check opening balances and bank details before saving. Accurate information ensures smooth bank reconciliations and error-free financial reporting.