How to manage accounts on DairyLogs

Manage DairyLogs cash and bank accounts, transfers, and capital so receipts and payments hit the right wallet.

Finance → Accounts lists cash and bank balances with transfer and capital actions. Route receivables receipts and payable payments through these wallets for clean cash flow.

Steps

Open Accounts: Go to Finance → Accounts (/dashboard/finance/accounts).
Review balances: Check cash vs bank balances against physical wallets and statements.
Transfer or add capital: Move money between accounts with Transfer, or record Capital when owners inject funds. Use these accounts when recording receipts and payments.

DairyLogs finance accounts with cash and bank balances — Finance accounts

Tips

Name accounts the way staff speak (Till, HBL current) to reduce mis-posted receipts.
Cash flow report reads movements across these accounts.

Ready to try this on your farm? Create a free DairyLogs account and follow the same steps in your dashboard.

— FAQ

Frequently asked questions

01What are Finance accounts in DairyLogs?

Cash and bank wallets that hold balances and receive transfers, capital, receipts, and payments.

02How do I move money between cash and bank?

Open Finance → Accounts and use Transfer between the two accounts.

03What is a capital action?

Recording owner capital injected into a farm account so cash increases without booking operating income.

Put this into practice

DairyLogs helps you record milk, breeding, feed, health, and finance in one place — so the knowledge on this page becomes daily action.

Start free

Finance → Accounts lists cash and bank balances with transfer and capital actions. Route receivables receipts and payable payments through these wallets for clean cash flow.

Steps

Open Accounts: Go to Finance → Accounts (/dashboard/finance/accounts).
Review balances: Check cash vs bank balances against physical wallets and statements.
Transfer or add capital: Move money between accounts with Transfer, or record Capital when owners inject funds. Use these accounts when recording receipts and payments.

Tips

Name accounts the way staff speak (Till, HBL current) to reduce mis-posted receipts.
Cash flow report reads movements across these accounts.

Ready to try this on your farm? Create a free DairyLogs account and follow the same steps in your dashboard.