Transferring a credit balance to another account within a households list of accounts can be done with ease in the Doorways app. Through the Transfers wizard, similar to the steps in the payment and/or charge wizards, you can quickly move funds between a households HDS ledger accounts.
Step-by-Step Guide to Transferring Funds from the Toolbox:
- From the households tenant ledger page, click the "Transfer" button.
Image Added - The Transfer wizard will then run, fill in the required fields:
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- From Account: Select the account that the funds will be moved from.
- To Account: Select the tenants account that the funds will go to.
- Transfer Amount: Enter the dollar amount of funds that will be transferred between the two accounts.
- Note (optional): Enter a comment or note that will appear in the "description" field of the adjustment.
- Cancel Button: Click this button to cancel the fund transfer.
- Submit Transfer Button: Click this button to confirm the transfer, and you will be redirected to the tenant ledger.
- An adjustment will be posted to the tenant leder
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