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Agora

system guide

Cash & Banking

Track cash vaults and bank accounts, transfer funds between accounts, process manual payments, and generate account statements.

The Cash & Banking module manages all your cash and bank accounts. Every cash movement in the system — from sales to expenses to transfers — is tracked here.

Navigate to: Cash & Banking (sidebar menu)

Module Sections

SectionPurpose
Cash AccountsView and manage cash vaults and bank accounts
TransfersMove funds between cash/bank accounts
Manual PaymentsRecord payments received from customers or made to vendors

How Balances Update

Cash account balances update automatically from:

  • Sale invoices (cash payments received)
  • Purchase invoices (cash payments made)
  • Expense entries (cash paid)
  • Account transfers (moved between accounts)
  • Manual payments (collected or disbursed)

Maintain absolute control over your liquidity with Agora's Cash & Banking system.

On this page

  • Module Sections
  • How Balances Update
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Kairos Tech

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