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
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Tenant Ledger:
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1. From the households tenant ledger page, click the "Transfer" button.
2. The Transfer wizard will then run, fill in the required fields:
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A. From Account
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- Select the account that the funds will be moved from.
B. To Account
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- Select the tenants account that the funds will go to.
C. Post on Date - The date you would like the transfer to be reflected in the Tenant Ledger.
D. Transfer Amount
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- Enter the dollar amount of funds that will be transferred between the two accounts.
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E. Note (
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Optional)
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- Enter a comment or note that will appear in the "description" field of the adjustment.
F. Cancel Button
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- Click this button to cancel the fund transfer.
G. Submit Transfer Button
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- Click this button to confirm the transfer, and you will be redirected to the tenant ledger.
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3. Success! A new payment and a new charge will appear in the households tenant ledger. The Payment will be applies to the "To Account" and the charge will be posted to the
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"From Account".