Record a Transfer

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.