How to Transfer Money Between Accounts

Transfers

Use a transfer to move funds between two of your own accounts (for example bank to petty cash).

Step-by-step

1. Go to Accounting > Transfer (https://dashboard.kmmvgroup.org/admin/accounting/transfer).
2. Click New Transfer.
3. Select the From account and the To account.
4. Enter the amount and date.
5. Add a note, then click Save.

The system posts a matching debit and credit so both account balances stay correct.