Transfers

Banking ››
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Transfers viewer is available under the Banking tab


A bank transfer will remove a certain amount from the source bank account, and add an amount to the destination account


Adding a Bank Transfer

1. Click the New button on the tool bar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.


Editing a Bank Transfer

1. Select a bank transfer in the viewer and click the Edit button on the tool bar. The Bank Transfer Editor opens.

2. Modify the bank transfer and click the Save and Close button to update the modifications.


Deleting a Bank Transfer

1. Select a bank transfer in the viewer and click the Delete button on the tool bar.

2. Click the Yes button to confirm. The selected bank transfer is deleted.