How to set up Cashbook Accounts
Use the Cashbook Accounts screen to create and manage your school's bank accounts in d6+.
Finances > Cashbook > Accounts
How do I create a cashbook account?
Click Create an account.
Enter the account code and account name.
Choose the date from which the account is active.
Optionally add a sub-account and a description.
Enter the bank account number.
Select the payment methods for outgoing payments by moving options from left to right.
Select the receipt methods for incoming payments by moving options from left to right.
Optionally capture the banking details.
Click Add.
Frequently asked questions
Is it compulsory to enter banking details when creating an account?
No. Banking details, sub-accounts and descriptions are all optional when creating a cashbook account. Only the account code, name, active date and bank account number are required fields.
Last updated: March 2026 | Version 4.0
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