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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