⬜ Bills of Exchange in AurPOS

The Accounts module in AurPOS allows you to issue Bills of Exchange to document money being paid out from your business accounts — whether for operational expenses, paying dues, or internal fund transfers.
In this guide, we’ll walk through how to create a bill of exchange, view existing ones, and manage them effectively.

✅ 1. Creating a Bill of Exchange

You can create a bill of exchange in two ways:

• From the left-hand menu: go to Accounts → Bill of Exchange

• Or from the Bills of Exchange List, click the ➕ Add button

A form will appear requiring the following fields:

• Deposit (To Account): The account where the amount will be credited

• Deposited From (From Account): The account from which the amount will be deducted

• Amount: The monetary value to be paid

• Date: The date of the transaction

• Note: (Optional) Add a description or reason for the payment

Once the details are entered, click Submit to save the bill.

✅ 2. Viewing Bills of Exchange

After saving, the bill is automatically added to:

Accounts → Bills of Exchange List

You’ll see a table with the following columns:

• Date: When the bill was created

• Transferred From: Source account (where funds came from)

• Transferred To: Destination account (where funds were paid)

• Amount: Total value of the bill

• Note: Any descriptive text added to the bill

• Options: Tools to manage the bill

✅ 3. Managing Bills of Exchange

Using the Options button next to each bill, you can:

• Edit: Modify the bill details if needed

• Delete: Permanently remove the bill from the system

• Print: Generate a hard copy for documentation or recordkeeping

✨ Pro Tips:

• Always double-check the "From" and "To" accounts to maintain accurate financial records.

• Use the Note field to clarify the purpose of the bill for future reference.

• Review your bills of exchange reports regularly to ensure full control over your cash flow.