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 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