Transfers between accounts

Last modified 07:53, 24 Apr 2017

Overview

This section explains how to transfer a sum of money from one account to another.

Transfers between accounts

In this example we will transfer the balance of the Cash on Hand account (entered earlier) to the Cash at Bank account.

1.    Click Transactions > Make Payment or, from within the Accounts screen, click Make Payment.

Make_Payment1.png

The Make Payment window appears.

2.    Enter the details as shown below:

File:test/insolvency/120_10+Accounts/080_Transfers+between+accounts/Transfer1.png

3.    Click [Save and Exit].

4.    To review the transaction, click Financials > Accounts.

5.    Double-click Cash at Bank and double-click the transaction in the transaction listing.

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