Transferring Money Between Accounts

You can transfer money between business accounts with different currencies.

Transferring Money Between Accounts:

• Go to Banking on the Navigation Menu
• Select Transfers from the dropdown options.
• On the Transfer page, click New Transfer.
• Enter the required details.
• Then, Save.

Managing Transfers

• On the Transfers page, how on a T to reveal Show, Edit, Duplicate, and Delete options.
• Check a listed Transfer checkbox for additional options at the top of the Transfers listing.
• You can Delete or Export Transfer.

Editing Transfer Details

From the Transfer page:

• Click on a Transfer to access the Transfer details page.
• From the details page, click Edit.
• Update the Transfer details.
• Then, Save.

You can print, download or choose a template for Transfers by clicking the three dots at the top right and selecting from the options.