Financial Accounts

You can set up financial accounts in OnBalance to manage your banking and credit cards.

Notes

  • On this screen, you can register your own credit cards that you will use in your usual financial operations. You can also register your customers' credit cards as third-party credit cards, which will be useful when registering your collections.
  • If you have enabled accounting, OnBalance will automatically create an accounting account for each new financial account you add.

To open the Financial Accounts screen, open your company setup menu, and choose Financial Accounts.

In this screen, you can see a list of your accounts and do the following.