In this article, we cover the process of creating an Office-to-Client Transfer.

To get started, navigate to Postings > Office >Transfer Office to Client.

1. Enter the Client Number.

   

2. Select the Banks.

   

3. Then, input the Amount you'd like to transfer from the Office account into the Client.

   

4. Enter your Reference.

   

5. In the Narrative field, indicate why you're going to move the amount.

   

6. Select the Date, then click Post.

Please watch this video for demonstration: