Viewing and Adding a Bank Account Transfer

Before you begin

Procedure

  1. Select Practice Explorer > > Bank Transfers from the Main Margin menu. The Bank Transfers window appears.
  2. To add a transfer, click

    The Add Bank Account Transfer window appears.

  3. Select the appropriate bank accounts from the drop-down fields and enter the transfer amount and a narration.
  4. Click OK. The entry is displayed and highlighted in green.

    To view the narration, hover the mouse over the entry in the grid.

Results