New Inter Account Transfer

The New Inter Account Transfer screen locates existing payments and receipts from the Payments and Receipts tabs and converts them into inter account transfers. This is particularly useful when importing bank transactions, which automatically create entries categorized as payments or receipts.

How the feature works

If a recorded payment or receipt actually represents an inter account transfer, proceed as follows:

1. Under the Payments or Receipts tab, categorize the relevant transaction under the Inter Account Transfers account.
2. Select the appropriate bank account indicating either where the money came from or was deposited to.

When matching payment and receipt transactions (with equal amounts) exist, Manager will suggest converting them into an inter account transfer.

Creating an Inter Account Transfer

Upon accessing the Inter Account Transfers tab, Manager will display a yellow notification banner at the top of the screen indicating there are new inter account transfers that can be created. Clicking this yellow notice leads to the New Inter Account Transfer screen where payment and receipt pairs can be reviewed and converted into inter account transfers.