Finance & Accounts

The Finance module lets you track all money flows in your business: bank accounts, cash registers, digital wallets, expenses, transfers, and incoming payments.

Account Types

FixhDesk supports three types of financial accounts:

• Bank — a traditional bank account with optional IBAN
• Cash — a physical cash register
• Wallet — a digital payment wallet (e.g., PayPal, Stripe)

Creating an Account

Go to Accounts and click Add account. Enter the account name, select its type, and optionally add an IBAN. The number of accounts you can create depends on your membership plan.

Recording Expenses

Open an account and click Add expense. Enter the amount, date, and a description. The expense is deducted from the account balance and recorded in the transaction history.

Transfers Between Accounts

To move money between your own accounts, use the Transfer function. Select the source account, the destination account, and the amount. Both accounts will be updated and the transfer will appear in both transaction histories.

Payments from Orders

When you mark an order as paid, you select which account received the payment. The income is automatically recorded in that account's history. You can record partial payments and track outstanding balances.