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...
Pretty self explanatory. We find that when a company has many bank accounts with money transferring between them, the transfer money is done from the main bank account & its not until the subsidary accounts are reconciled (if they reconcile them at all) that it is found that the transfer has been done incorrectly. It would be much easier and less prone to error if this could be edited as all other transactions are.
Hello Helen,
I always recommend to clients that they do not use Transfer Money at all for 3 reasons -
-if you make a mistake you cannot edit the transaction & need to delete & re-enter,
-you do not get a Reconciled transaction warning, resulting in the possible deletion of a reconciled transaction.
-you cannot put a job number on it.
Always use Spend or Receive money functions instead
cheers
David