In this article, we look at how to post a client-to-client bank transfer.

To start, head to Postings > Client > Client Bank Transfer.  

1. On the Debit Bank field, select the first client bank that you’d like to move the money from. 
2. Next, for the Credit Bank field, select the bank that you’d like to move the money to. Again, keeping in mind that it is a Client Bank to another Client Bank transfer.
3. Next, type in the amount that you’d like to transfer then enter the Reference. Now, let’s type in why we are doing a client bank transfer. Then, update the Date using the calendar prompt. 

Please watch the training video below for demonstration: