Transferring

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pgarner127
Posts: 11
Joined: Wed Mar 31, 2010 11:21 pm

Transferring

Post by pgarner127 »

We transferred money from one account (checking) to our saving account, what is the best way to show this transfer in PC. Should we use the "Enter Transaction" feature in fund accounting or "Maintain Manual Checks feature in accounts payable to show the transfer? Or is there another to achieve this?

NeilZ
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Location: Dexter NM
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Re: Transferring

Post by NeilZ »

pgarner127 wrote:We transferred money from one account (checking) to our saving account, what is the best way to show this transfer in PC. Should we use the "Enter Transaction" feature in fund accounting or "Maintain Manual Checks feature in accounts payable to show the transfer? Or is there another to achieve this?
Are the accounts in the same accounting fund? If so, a simple debit/credit transfer in Funds Accounting should suffice.
Neil Zampella

Using PC+ since 1999.

pgarner127
Posts: 11
Joined: Wed Mar 31, 2010 11:21 pm

Re: Transferring

Post by pgarner127 »

Thanks for your reply. Yes they are in the same accounting fund.

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