How To Create Fund Transfer (New Vers.)

How To Create Fund Transfer (New Vers.)

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.

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

classic version: How To Create Fund Transfer

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