Sometimes you will need to move funds between accounts - you can do that through the system by making a journal transfer
- Start by going to Accounting > Click onto the Journal Transfer icon.
Write your description for the transaction and then click "Add"
- Search and select the person you are taking the money from by using the Person Entry field to type their name into and click onto the correct account holder > Click "Add"
When taking money out of an account to move to another, you must begin with a minus entry followed by the value, then choose the account you will be deducting from > click "Add"
Now click Add again to add where the money will be going to
Now choose who will be receiving the money > Add
Put a positive value in followed by the account you wish to credit
Now click Journal Transfer at the bottom