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Edit a cashbox

Goal

Update a cash drawer / till account after create.

Who it is for

bank.manage.

Preconditions

Open from Cashboxes (type fixed to cash). Currency and GL leaf are set at create; bank identity fields (IBAN, bank name, …) are not used in cash mode.

Steps

  1. Cashboxes → Edit.
  2. Change Code, Name, Allow pending transactions, and Active as needed.
  3. Save. Toast: Cashbox saved.

Result

Transfers and cash reports continue against the same account id.

Hard stops

Duplicate code; delete blocked when postings exist — deactivate instead.

BlueMatrix Help — product documentation for tenants