Help · Items, stock & banking
How to add a statement line by hand
Add a single bank line when you don't have a file to import.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Banking → Open the account → Add transaction.
- Enter Date, Description (as on the statement), Money in or Money out, Amount and Reference / UTR.
- Click Add line. It appears as Unmatched; match or categorise it.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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