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How do I Transfer funds between Bank Accounts? (Bank Transfer)


Instructions

Allows you to transfer funds between bank accounts.

1.  Navigate to Accounting > Cash > Bank Accounts

2.  Click > Transfer (on the green submenu at the top)

3.  If you are transferring funds within the same property, select Within Property.

 

3.  Specify the necessary information for the transactions

4.  Click Save 

If you transferred funds to a different property, select Intercompany

 

NOTE: To record transferring money to a different property, you must have setup Intercompany Settings.

These are found in Admin > Settings > Intercompany Settings

 


NEED MORE HELP? WATCH THIS VIDEO

Video too small? Click the Full Screen link on the lower right of the video!

 

 

 
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