Making a journal transfer

Sometimes you will need to clear rental arrears, increase them or move funds between accounts you can do that through the system by making a journal transfer

• Go to ACCOUNTS and select JOURNAL TRANSFER. 
• In the description enter a journal description     
• Click ADD to create a journal entry, you will then see this screen :

        

• Search and select the person you are taking the money from and then click add, you will then see this screen: 

        

• Under Account Type Select the account you would like to take the funds from (for example for adding rental arrears you will choose the main account)
• Enter the amount that you would like to journal transfer, so to make rent Due, you’ll put the amount due as a minus figure. To make rent Un-due you’ll enter the amount as a positive figure in the main account
• Then click add
• You will then need to click onto the add button again on the journal transfer screen, and repeat the actions above, but rather than selecting main as the account type, you’ll choose the outstanding rent account

        

• To make rent due you’ll put the figure as a minus into the main account and positive into the outstanding rent 
• To make the rent un-due, you’ll put a minus into the outstanding rent and a plus into the main account
• The total should equal zero. You can now click the journal transfer button.

        

• Clicking onto the Journal transfer button will complete the process.