Can Fund Transfers Be Edited? (New Vers.)

Modified on Thu, 10 Apr at 12:28 PM

Can Fund Transfers Be Edited? (New Vers.)

In the Biztory system, the "Transfer From" and "Transfer To" fields in fund transfers cannot be edited once they have been saved. However, you can follow these steps to make changes.



1. Click on Cashflow and select 'Transaction'

Click on Cashflow and select 'Transaction'



2. Click on Fund Transfer

Click on Fund Transfer



3. Click on Edit

Click on Edit



4. Edit the date

Edit the date



5. Edit the total amount

Edit the total amount



6. Edit the remark

Edit the remark



7. Click on Update

Click on Update



Edit source and receiver 

8. Click the three-dot menu

Click the three-dot menu



9. Click on Delete

Right click on Delete



10. Click on Add New and select 'Fund Transfer'

(To know more about creating fund transfers, please refer to How To Create Fund Transfer)

Click on Add New and select 'Fund Transfer'



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