Transfer Funds

Specific Transactions can be transferred between a Contact's accounts using the Transfer Funds function.

This function should only be used to transfer specific transactions if you want to transfer a lump sum of money then the Transfer Funds function should be used that specific transfer functions are available to Transfer Fees and Transfer Deposits.

Transferring Funds

1. Select the Bank Account the funds are coming from.

2. Select the Bank Account the funds are going to.

3. Select the Transfer Date for the transfer to occur.

4. Filter the transactions using the Date Range boxes.

5. Select the Amount to be transferred.

6. Click Save and click Yes to the confirmation if you wish to proceed otherwise click No.