Processing transactions to accounts using previous Job Types

Last modified

Overview

This section explains how to process transactions for the previous job type in transitioned jobs.

Processing transactions to accounts using previous Job Types

1.    To process a transaction in the previous job type, select the previous job type tab as above and enter the transaction as before.

Transactions entered in this way will not be automatically transferred to the new job type but must be manually transferred if required to appear in the new job type.

2.    To manually transfer the balance right click on the account in the old job type chart of accounts and select [Transfer balance/funds to other job type].

File:test/insolvency/170_15+Transitions/070_Processing+transactions+to+accounts+using+previous+Job+Types/ProcTrans1.png

3.    Alternatively to transfer a cash balance across to the new job type double click on the bank account of the previous job type and select Transactions > Transfer Funds to Other Job Type.

File:test/insolvency/170_15+Transitions/070_Processing+transactions+to+accounts+using+previous+Job+Types/ProcTrans2.png

Page statistics
252 view(s) and 4 edit(s)
Social share
Share this page?

Tags

CCH Insolvency

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |