Simply use the Manual Register to record cash transactions (i.e. non-electronic offline payments) in the Airbank app.
Multiple Cash Registers
You are able to create multiple Cash Registers in our app that each can contain different currency-based sub-accounts.
You can do so by clicking on 'Create new register' in the 'Accounts' tab.
Once you have clicked on that button the following screen will appear:
Enter the necessary information and create your manual register.
The following steps need to be followed in order to record a cash or offline transaction:
1. Register a manual transaction
Select one of the Cash Registers from your Accounts tab (see Screenshot). You will find the Manual Registers among your list of connected accounts. Manual registers can be identified through the second column.
You select your register of choice by clicking on the manual register's name or the circle next to the register's name, and the following options on the upper right visible on the screenshot appear: 'Back', 'Delete', 'View & Edit', and 'Register transaction' (from left to right).
To create a new transaction click on 'Register Transaction'. Once you do, the following window will appear:
Through this window, you can add transactions manually.
2. Add a manual transaction through the 'Transactions' tab
By clicking on the 'Transactions' tab, you can easily add a new transaction through the button 'Register transaction'.
Once you click on 'Register transaction' the following window will open:
In this window, you can add all the relevant information to the transaction that you wish to add to your cash register.
Note: you can easily edit and change this entry later on.
Save the entry by clicking on "Confirm".
You can also upload and save the bill for the corresponding transaction that you have added straight away.
Once a bill has been uploaded and successfully added to the relevant transaction, the 'Bill' icon (a gray square with empty text lines) next to the transaction's category will appear under the "Bills" item. Adding a bill or invoice is not necessary as you can add a transaction not requiring a bill or invoice, which will bear a distinct icon (quadratic speech bubble).
Note: All offline cash transactions recorded this way will automatically be included in the cash flow forecast and will also show up in the online spreadsheet.
3. Uploading transactions to your Manual Register through a CSV file
In case you have a large number of transactions that you wish to add to your manual register, Airbank allows you to add these in bulk. By preparing the transactions in the right format, you will able to visualise your cash flow with a customisable manual register.
By following the instructions in this article, you will able to transform your CSV file into the foundation of your company's financial management.
4. Personalizing your Manual Register
You have the possibility to name your Manual Registers as you please and provide an avatar to help with recognizability.
You can do this either in the process of creating one (see above) or you can do it by clicking on the name of the register or on the circle next to the register's name. Once the register is selected click on the menu on the right corner will appear.
By clicking on the second option from the right you can edit the selected register. Hereby, you can change its name and avatar.
Important: Please do not hesitate to get in touch with Airbank' s support team should you experience any issues or require additional support.
Just use the chat function on the Airbank homepage or in Airbank App (the speech bubble symbol in the lower right-hand corner) or send an email to: firstname.lastname@example.org.