How To Create Fund Transfer (New Vers.)

If you are using the classic version, please refer to: How To Create Fund Transfer

How To Create Fund Transfer (New Vers.)

Set up and execute fund transfers efficiently, ensuring all details are accurately entered. Track transactions with ease.

1. Click on Cashflow and select 'Transaction'

2. Click on Add New

3. Select Fund Transfer

4. Choose a date

5. Choose a source to transfer from 

6. Select a receiver to transfer to

7. Enter the amount

8. Enter a remark (optional)

9. Click on Save