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
-
Select the Bank Account the funds are coming from.
-
Select the Bank Account the funds are going to.
-
Select the Transfer Date for the transfer to occur.
-
Filter the transactions using the Date Range boxes.
-
Select the Amount to be transferred.
-
Click Save and click Yes to the confirmation if you wish to proceed otherwise click No.