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Transfer Loan Account Option

How to transfer loan account outside the month end wizard

Adam Steiber avatar
Written by Adam Steiber
Updated over 5 years ago
  • Go to Finance > Adjustments

  • Select Add Adjustment

  • Select the date, type, and horse/client

  • The funds should be moved from Debtors Loan Account to Trade Debtors

  • Enter the amount and comment

  • Click on the Apply field to apply the amount against the outstanding invoice(s)

  • Click Add Adjustment


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