Property Management, Tenant Selection, Real Estate News & Tips

Improved Bank Transfer Support

By on August 16, 2013 in Product Updates with 4 Comments

Transferring funds between bank accounts just got a lot easier!  At the top of your bank account ledger, there’s a new button labelled Transfer.  Just click it to open up the transfer window (see below).  You can easily make a funds transfer in the system between bank accounts with much more ease.  This tool will automatically create the debit transaction (on the from account) and the credit transaction (on the to account), and link them together.



Of note:  This function is for record keeping purposes only.  The function does not actually transfer funds between your bank accounts.  You continue to do that directly with your banking institution.

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There Are 4 Brilliant Comments

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  1. Scott Lumry says:

    And how will this transaction appear on the reconcile report?

  2. Scott Lumry says:

    It would be beneficial to my organization to be able to attach documentation to the transfer, Could you please add that ability?

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