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Click on Transfers in Financials

After clicking on Transfers, Click on to enter a new Transfer transaction or to update a existing Transfer transaction.

Select the Transfer From Account

Select the Transfer To Account

Enter the Date of the transaction

Enter Reference#

Enter Yes or No on whether the payment was cleared or not.

Bank Reconcilation will look only for cleared amounts to reconcile.

Enter the Total Amount of the Transfer transaction.

Enter the Memo for the Transfer transaction.

Click on Save to save the Transfer transaction.

Use Exit  to get back to the previous screen.

Use   Delete to delete an existing Transfer transaction.

Click on  Summary to get a summarized view of Transfer transaction

In Summary click on the various graph icons  to get a  graphical representation of the Transfer data.

Click on  Display/Print to  export the data to a PDF, Word, Excel or for the print output.

Click on Columns  to  add or delete the columns from the view or the report.

Click on  Sorting if you want the data to be sorted differently then what is there currently

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