Transfers

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:

1. From the households tenant ledger page, click the "Transfer" button.
   
2. The Transfer wizard will then run, fill in the required fields:
   
   
   1. From Account: Select the account that the funds will be moved from.
   2. To Account: Select the tenants account that the funds will go to.
   3. Transfer Amount: Enter the dollar amount of funds that will be transferred between the two accounts.
   4. Note (optional): Enter a comment or note that will appear in the "description" field of the adjustment.
   5. Cancel Button: Click this button to cancel the fund transfer.
   6. Submit Transfer Button: Click this button to confirm the transfer, and you will be redirected to the tenant ledger.
3. 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 "From Account".