Follow the steps below to record the fund transfer between Bank / Cash account.

1. Go to Bank.

There will be a subcategory under Bank and click Fund Transfers.

2. Click +New.

3. Select a Transaction Date. *(when you transfer the money)

Note: The default date is the Current Day.

4. Select Currency.

Note: The default currency is Malaysian Ringgit (MYR).

5. Choose an account the money Transfer From.

6. Choose an account the money Transfer To.

7. Key in the Amount to record the amount transferred.

8. Key in own Transfer No. or the system will autogenerate it.

Note: Turn on Custom Numbering in the Company Settings > Number Formats to

override the auto-numbering.

9. Key in a References No. if any. *(Optional)

10. Add Tags for your transaction if any. *(Optional)

11. Scroll down to Others.

Write in Remarks of the transaction. *(Optional)

12. Write a Description. *(Optional)

Note: The transaction description will be appearing on the Reports.

13. Attach Files to the transaction, either select the existing files or upload a new file.

14. Once the file is uploaded, tick Shared if the file needs to be shared with the contact.

15. Click Save as Ready to save the transaction in the system.