How To Create Fund Transfer

How To Create Fund Transfer

Fund transfer allows you to record the money transferred between your wallets. Example: You have deposited RM1,000 from the cash on hand. Create a fund transfer when you need to move money between different accounts, such as transferring from a business wallet to a bank account or between different currency accounts. This helps keep records accurate and ensures that balances reflect actual transactions. Fund transfers are also useful for settling payments, covering expenses, or managing cash flow efficiently.

new version: How To Create Fund Transfer (New Vers.)

1. Go to Fund Transfer from Cashflow menu

2. Click on Add New

3. Select the Wallet to transfer money out under transfer from column

4. Select the Wallet to receive money under transfer to column

5. Select the date of the transaction

6. Fill in the amount transferred

7. Enter a remark (optional)

8. Click on Save