To transfer funds you need to first get onto the Funds Transfer page.

There are several ways of reaching Funds Transfer page.

Step 1. From main " Home page " by clicking on Funds Transfer icon.

Step 2. From left menu by clicking on Accounting then Funds Transfer.

Step 3.Once you are on funds transfer page select accounts in which you want transfer to happen and enter the amount to transfer and click save.

1.Transfer Date: This column will show current date if users want they can change date also.

2.Transfer Funds From: This drop down list will show account name from which you are transferring your amount.

3.Balance: This header will show total amount of the transferring account.

4.Transfer Funds To: This drop down list will show account name in which amount will be transferred.

5.Balance: This header will show total amount of the account in which amount is being transferred.

6. Amount: In this field users will enter the amount that will be transferred.

7.Memo: Users will enter memo for funds transfer in this field.

8.Save Changes: If you click "Save changes", then it will show you changes that you saved.

9.Save & New: If you click "Save and New", then is will redirect to create screen of fund transfer after saving record.

10.Save & Exit:If you click "Save and Exist", then it will redirect to list page of fund transfer.

Step 4. User click the "save & exit" button then it will open new screen chart of accounts.

1.Search by Account Name: User search by account name in this search bar.

2.Add Account: User click the add account button then it will open new screen to add the account.

3.Account Name: User will see the account name in this column.

4.Account Category: User will see the account category in this column.

5.Current Balance: User will see the current balance of account in this column.

6.Register: User click the "register" button then it will open new screen to register the account.

7.Rename: User click the "rename" button then it will open new screen to rename the account.

8.Saved Notification: All records enter to the column and then click the save button to show the notification.

Step 5. User click the "Add Account" button then it will open new screen to add the new account.

1.Category Type: User will select the account category in this column.

2.Account Name: User will create the account name in this column.

3.Description: User will enter the description of account in this column.

4.Balance: User will enter the balance of account in this column.

5.as of: User will select the date in this column.

6.Is sub-account: User will click the tick box then show sub account of the user.

7.Select: When click the tick box of sub account then after that select the sub account.

8.Save: All record is saved.

Step 6. User click the "Register" button then it will open new screen of account register.

1.Select Account Name: User select the account name in this search bar.

2.Print Report: Users click the print button then it will show the report.

3.DATE: User will see the date in this column.

4.TXN: User will see the txn number in this column.

5.REF: User will see the ref number in this column.

6.ACCOUNT: User will see the account name in this column.

7.PAYEE/MEMO: User will see the payee and memo in this column.

8.Reconciled: User will see the reconciled false,true options to show in this column.

9.INCREASE: User will see to increase the balance in this column.

10.DECREASE: User will see to decrease the balance in this column.

11.BALANCE: User will see the balance in this column.

12.Edit: User click the edit button then new screen open to show the fund transfer screen.

13.Next Page Button: Move to next page button.

14.Items Per Page: Users can view how many items to show on single page available options are 5,10,20.

Step 7. User click the "Edit" button then it will open the new screen to show the fund transfer screen.


1.Transfer Date: This column will show current date if users want they can change date also.

2.Txn Number: User will enter the txn number in this column.

3.Transfer Funds From: This drop down list will show account name from which you are transferring your amount.

4.Balance: This header will show total amount of the transferring account.

5.Transfer Funds To: This drop down list will show account name in which amount will be transferred.

6.Balance: This header will show total amount of the account in which amount is being transferred.

7. Amount: In this field users will enter the amount that will be transferred.

8.Memo: Users will enter memo for funds transfer in this field.

9.Save Changes: If you click "Save changes", then it will show you changes that you saved.

10.Save & New: If you click "Save and New", then is will redirect to create screen of fund transfer after saving record.

11.Save & Exit:If you click "Save and Exist", then it will redirect to list page of fund transfer.

12.Delete: User will click the delete button then deleted the record.

13.Upload File: Uploads the file.

Step 8. User click the "Rename" button then it will new screen open to show the rename account.

1.Category Type:  User will select the category type of account in this column.

2.Account Number: User will see the account number in this column.

3.Account Name: User will enter the account name in this column.

4.Description: User will enter the description on account in this column.

5.Select: User will select the sub account in this column.

6.Save: All record saved.