Record a transfer

  • Last Created On Jul 06, 2023
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When you move money from one account to another, you'll need to record the transaction as a transfer

Create a new transfer

If you need to create a new transfer, here’s what to do:

  • Step 1. Go to Transfer menu under the Accounting module -> click on the Add button

  • Step 2. In the Convert popup, fill in the following details: 

    1. Transfer funds from: select the bank account that the money is coming from.
    2. Transfer funds to: Select the bank account that the money is coming from.
    3. Date: Enter the date of the transfer.
    4. Transfer Amount : enter the amount being transferred.
    5. Description (optional): Enter any description for the transfer. 
  • Step 3. Click on the Save button.

Edit a transfer

If you need to edit a transfer, here’s what to do:
  • Step 1. Go to Transfer menu under the Accounting module. Find and select the transfer you need to edit.
  • Step 2. Click on the Edit 

  • Step 3. Make the necessary changes and click on the Save button.

Delete a transfer

If you need to delete a transfer, here’s what to do:
  • Step 1. Go to Transfer  menu under the Accounting module. Find and select the transfer you need to delete.
  • Step 2. Hover over the transfer and click Delete

  • Step 3. Confirm your selection in the following pop-up. The transfer will be deleted.

Mass delete

  • Step 1. Select some transfer you need to delete. -> click on the Manipulation-> select the Mass delete -> click on the Confirm button
  • Step 2. Confirm your selection in the following pop-up. That transfer will be deleted.


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