Processing transactions to accounts using previous Job Types

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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].


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.


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