Topic: How to do a Customer Transfer

Index

How to do a Customer Transfer

The system allows a user to transfer transactions from one Customer to another via Journals.

Note: Use this function with caution. If you are not certain, please book an appointment with a financial consultant.

Steps:

a) Select the Transaction Date.

b) Select the Posting Date.

c) Select the From Account.

d) Select the To Account.

e) Select Transactions in the Grid.

f) Select the Process Button.

g) Click the OK Button for confirmation.

h) Select the Print Button to verify.