Transfer Money
On the Fund workform, you can use the Actions menu to transfer money between funds or subfunds.
Note:
To transfer money between funds, you need the following permissions:
To transfer money between funds, you need the following permissions:
- Access Acquisitions: Allow
- Funds: Access, Modify
- Funds: Transfer money between funds
To transfer money between funds
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Go to the Fund workform.
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Select Actions > Transfer Money.
The Transfer Money dialog opens.
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Select a Fund to transfer To from the list. Only funds that share a fiscal year with your original fund appear in the list.
Note:
You cannot transfer funds between the following fund types:- Deposit Account funds and Regular funds
- Deposit Account funds and Donation funds
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Enter the currency Amount.
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(Optional) Enter a Note.
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Select TRANSFER.
