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How to transfer between accounts

Article ID
11022
Article Name
How to transfer between accounts
Created Date
6th April 2018
Product
IRIS GP Accounts
Problem

Transfers can be done between any accounts which are in the same accounts group.

They can be done from either the account the money is going into or the account the money comes out of.

Resolution

From cashbook screen choose “Add an Item – Income or Expenditure” and complete details in the usual. For the main code choose “Transfers“, the subcode box will not change to either “To Account” or “From Account” and the transfer will automatically be processed into each account

Please be aware that if the transaction is deleted, it will be automatically deleted from both accounts

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