Transferring Funds Between Bank Accounts

Overview: This article will walk you through the steps to transfer funds between bank accounts. 

1. Start on the Dashboard page and select Deposits and Transfer Between Matters. 

2. The Transfer Money page will be displayed. Select the Date you want to transfer the funds. 

3. Select the Account you want to transfer funds from.

4. Select the Matter you want to transfer from. 

Note: if you are transferring from the Operating Account you will need to select the Chart of Accounts. 

5. Enter the Amount and the Description

6. Select the account you want to Transfer to

7. Select the Chart of Accounts

8. Select the Matter

9. Enter the Amount and the Description 

10. Select Transfer Funds

Note: if you would like to make another transfer simply select Transfer and Create New instead.