When you deposit money from your cash register at the bank, it shows up twice: money going out of your cash register and money coming into your bank account. By linking the two, BILLY knows it is not new income, just money changing pockets 💶➡️🏦
1️⃣ Open the bank transaction
In Transactions > Bank, click the transaction of your deposit.
2️⃣ Choose the "Deposit from cash" category
In Category, choose Deposit from cash (in the Other column). BILLY then asks: Cash movement already created?
Already recorded the deposit in your cash register? Answer "Yes"
Pick the movement in the Cash movement to link list, then click Validate. It is linked ✅
Not yet? Answer "No"
Click Create a cash movement.
The window opens already filled in with the date, the name and the amount of the bank transaction, and the type Withdrawal to bank. Check it, then click Add: the movement is created in your cash register and linked to the bank transaction 🎉
💡 The amount taken out of the cash register must match exactly the amount received on your account. If you deposit €150, record €150 going out.
⚠️ This is about the money of your business cash register. If you deposit private cash on your business account, it is not a deposit from the cash register but a private contribution.
Any question? Write to us in the chat at the bottom right of your app 🙂
See you soon 😄