什么是基金转移和如何做基金转移?

Modified on Tue, 11 Sep, 2018 at 10:39 AM

  • 基金转移是当你做了一个业务价值RMxxx今天,你想把它放在系统正确的一切将是平衡的。


如何做基金转移?

1. 点击“Cashflow”按钮

2. 点击“Fund Transfer“

3. 点击“Add New”

4. 点击“Transfer from” 和“Transfer to” 

5. 填写日期、数量和备注(银行的)

6. 储存

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