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 Convert menu under the Accounting module -> click on the Add button
Step 2. In the Add popup, fill in the following details: 1. From the Transfer funds from dropdown list, select the bank account that the money is coming from. 2. From the Transfer funds to dropdown list 3. Enter the Date field 4. In the Transfer Amount field, enter the amount being transferred. 5. Enter a description of the transfer in the Description field (optional).
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.
Views:
89
Recent Articles
Updated Feature in Version 1.1.4 of the...
15
How to Create Custom Fields for the Logi...
24
Temp Staffing Module - Clients Portal
28
Temp Staffing Module - Dashboard Screen
24
Temp Staffing Module - Reports Screen
25
Popular Articles
Warehouse
2019
Item Settings
1685
General Accounting Settings
1419
Plaid environment & Setup Your Bank Acco...
1291
Mapping Setup
1262
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.