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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
From the left sidebar , open the Accounting module.
Go to Banking → Bank Accounts .
Create a New Bank Account
Click the Add Bank Accounts button.
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.
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.
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- Accounting and Bookkeeping Module Guide
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- Create a Journal Entry
- Record a Transfer & Add a Vendor
- Create a Budget
- Bank Transaction Matching & Reconciliation
- Configure, Void, and Reprint Cheques
- Add, Approve, and Pay Bills with Cheques
- Calculate Gross Profit by Product
- Opening Balance for Customer and Vendor
- Pay Bill With Bank Payment or Credit Card
- Set Up Accounting: Chart of Accounts & Opening Balances
- Record Transactions: Journals, Bills, Recurring & Transfers
- Bank Accounts & Reconciliation (CSV Import) in Britixo
- Trial Balance, P&L, Balance Sheet & Tax In UK Accounting
- HR & Payroll Setup: Employees, Pay Items, Leave
- Running Payroll: Pay Runs, Payslips and Accounting Postings
- Offer Britixo as SaaS: Packages, Onboarding & Billing
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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