Hi, Just wondering if there is a particular reason why the Transfer Money button is located in the accounts command centre rather than the banking command centre. It confuses a lot of my customers wh...
Agree Julie, it makes it a bit confusing for some novice users.
Having it accessible from within the banking window seems logical to me, however, one must consider that once the transfer is processed, none of the components can be altered later. So if you tranfer money from one account to another and find later on the target account was incorrect, you would need to either delete it and start again or merely "receive" or journal money into the correct account in a new transaction, thus allowing amendments later if required.
For this reason I prefer not to use the bank transfer facility too often.
Greg