Bank Transfers

There will be occasions when you need to record on Expert Agent that funds have been transferred from one bank account to another for example moving deposit funds from a client account into a designated deposit account. 

The bank transfer area is found accessed via the top Finance drop down menu

This will open the following window:

1. Select the transaction date you wish to post the transfer for
2. Choose the bank account which you wish to move the funds from and the funds you wish to put them into 
3. Enter a description for the transfer together with the amount
4. Finally you MUST assign records to the transfer otherwise Expert Agent will not know what funds are being moved and therefore not record them against any of the reports.