Sometimes you will want to add an auto transfer through the system, for transfers of money between people, for example tenant to landlord for a parking space.
To set up an auto transfer, you can carry this out under the property profile, or a person’s profile. To add click onto the top right hand add button. You will see this screen:
- The From Person, is the person the money is coming out of.
- The To person is the recipient.
- You can select the property from the dropdown.
- The description will show on the accounts of the sender/recipient
- Amount is the auto transfer figure.
- The recurrence and schedule is set for how often you want the transfer to take place within the schedule, for example, if its once a month. It will read recurrence 1 schedule monthly.
- Next transfer will be a date in the future, when you want the transfers to start
- The last possible transfer is when you want them to stop (this can be left blank)
- Finally, click save and close to Save