---
description: >-
  The Transaction Accounts Page allows users to create and manage various types
  of accounts, including bank accounts, cash accounts, and safe accounts, while
  also providing a list of existing accounts.
---

# Transaction Accounts

## Bank Accounts

To add a bank account, click 'Add Bank Account,' fill in the required details, and then save the information.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FvrnKQg3arfrlh81iI2k9%2FCreate%20Bank.png?alt=media&#x26;token=2f23c5ee-8b0b-4093-a314-b4b7dc005370" alt=""><figcaption></figcaption></figure>

You can view bank account statements by selecting "View Details" and entering a date range.

<div><figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2Fnb3qKQu6z3XDwobzqqFf%2FScreenshot%20(635).png?alt=media&#x26;token=0ca6e26b-8e66-42fe-8e48-8b42780904ed" alt=""><figcaption></figcaption></figure> <figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2Fcv3CWKU1lmOapDpeDWsB%2FScreenshot%20(636).png?alt=media&#x26;token=80966a98-b41d-44b3-9c4d-0b5c250e5a51" alt=""><figcaption></figcaption></figure></div>

## Cash Accounts

To create a new cash account, click 'Add Cash Account,' complete the necessary information, and save the details.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2F5KrLK6Dv0nuIwKIXSmVU%2FCreate%20Cash.png?alt=media&#x26;token=a62ab55d-1b49-4c86-bad5-c9fc007fbe02" alt=""><figcaption></figcaption></figure>

To allow other staff to carry out transactions and view cash transactions using your cash account, you can add watchers. To do this, first click on the 'Accounting' drop-down menu, then select 'Transaction Accounts' and click on 'Cash Accounts'. Next, choose the 'Action' button and select 'View Details'.&#x20;

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2F9q29VcluxcgHYvFNHDmd%2Fview%20details.png?alt=media&#x26;token=d20e296b-54a8-4ddb-8487-c95fbd770060" alt=""><figcaption></figcaption></figure>

To add watchers, click on the icon that is indicated by the arrow.

{% hint style="info" %}
Watchers are authorized personnel who can carry out transactions and access cash transactions using another staff's cash account.
{% endhint %}

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FRy3HLOi8WlkF6khtBP8L%2Fdetail%20page.png?alt=media&#x26;token=a274c47d-300a-4a8d-ad82-b97a236f6c2b" alt=""><figcaption></figcaption></figure>

Select the staff member whom you want to assign as a watcher, and then save the changes.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FztKAqjzod3VIBPrVWBy3%2Fadd%20watcher.png?alt=media&#x26;token=c2f519c6-11a8-4364-b0cc-2ce5ca146d62" alt="" width="281"><figcaption></figcaption></figure>

## Safe Accounts

To add a safe account, click 'Add Safe Account,' provide the required information, and save the details.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FUHLLoPrgDNDulPszfdp7%2FCreate%20Safe.png?alt=media&#x26;token=6c352805-9aaf-4054-9f9a-14395b3584a5" alt=""><figcaption></figcaption></figure>

You can view safe account statements by selecting "View Details" and entering a date range.

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FmgO3h3qfWZ3Ko3XFFR79%2FScreenshot%20(633).png?alt=media&#x26;token=cf2d8f57-1fd5-4efd-a1dd-2fc1d897981e" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2924842113-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOAj97X40zqy1bWeyKGRz%2Fuploads%2FondN2eHSCDSMLg9NwG17%2FScreenshot%20(634).png?alt=media&#x26;token=71b02d7c-753c-45f3-a3e2-47595bf19bd9" alt=""><figcaption></figcaption></figure>
