Transfers move a currency amount from either a
Bank Account to a different
Transfers can be created from the
Transfers From screen on the
Banking panels after a
Bank Account have been selected.
Transfers can also be created from
Payments in the right hand preview panel by clicking on the
Transfers created from
Payments transfer the exact amount of the
Payment, moving it from one location to another.
Transfers created this way cannot be edited from the
Transfer Method and
Reason fields are available when modifying a transfer. These selection fields can be populated with your own values using Selectables
Reference can be used to store additional information regarding the transfer, for example cheque details
Destination must be set and can be either a
Float or a
Bank Account. On selecting the type of destination from the dropdown, the
Search Terminals or
Search Bank Accounts autocomplete must be filled with a valid
Bank Account to transfer the
- Credits, and used credit cannot be transferred.