Bank Transfers

Record the transfer of money between bank accounts. Bank Transfers records do not affect banking for either bank accounts; it is for recording purposes only.

Before you begin

A manual transfer between the bank accounts is required to transfer money.

In the following example Dr G. Emmett has written a cheque for $150 to Dr B Ayers, to be deposited into his bank account

Procedure

  1. Within Bluechip, click Practice Explorer or press F12 on your keyboard.
  2. In the Practice Explorer window, select Bank Transfers from the margin menu. Leave the default transfer type as All.
  3. To transfer money from one bank account to another bank account, click Add transfer.
  4. In the Add Bank Account Transfer window, select the bank accounts you want to transfer From and To via the associated drop-down lists.
  5. Enter the Amount to be transferred and a Narration (reason) for the transfer of funds.
  6. Click OK.

Results

The funds transfer will display in the Transfer History and the User transfers required to balance accounts pane (bottom of the Transfer History area) as a record of transfer.

What to do next

Note:
Complete the actual transfer of money between accounts that you have entered a record of manually.

For future reference, you can search for Bank Account Transfer History using the From and To date range.