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


Instructions

Allows you to transfer funds between bank accounts.

1.  Navigate to Accounting > Cash > Bank Accounts

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

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

BANK_TRANSFER_1.JPG

 

3.  Specify the necessary information for the transactions

4.  Click Save 

If you transferred funds to a different property, select Intercompany

 BANK_TRANSFER_2.JPG

 

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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