Transfers
-
Transfers
move a currency amount from either a Float
or Bank Account
to a different Float
or Bank Account
-
Transfers
can be created from the Transfers From
screen on the Float
and Banking
panels after a Terminal
or Bank Account
have been selected.
-
Transfers
can also be created from Payments
in the right hand preview panel by clicking on the Transfers
tab. 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 Transfers
panel.
-
Transfer Method
and Reason
fields are available when modifying a transfer. These selection fields can be populated with your own values using Selectables
-
Drawer
, Drawee
and Reference
can be used to store additional information regarding the transfer, for example cheque details
- The
Destination
must be set and can be either a Terminal
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 Terminal
or Bank Account
to transfer the Amount
to.
- Credits, and used credit cannot be transferred.

