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Transfer funds between Ledgers

  • Updated

To transfer funds between ledgers, use the Transfer button under the Ledgers List page.

Transfer_funds_between_ledger_1.png

Select the following:

  1. Ledger and Account the funds are coming from.
  2. Ledger and Account the funds are moving to.
  3. Description For this Transfer.
  4. Tax type.
  5. Amount to Transfer (inclusive of tax).
  6. Select Save.

Transfer_funds_between_ledger_2.png

Note: Transfers will not show under the related Income or Expense Chart of Account, this will show under the Transfers section of the report that is generated.

 

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