Sometimes you need to transfer a balance from a fund record to another. If you created a bank account for each fund, you must also do a bank transfer.

To record a fund transfer:

1. Click Charitable funds then Fund transfer.
2. Complete the Fund Transfer window as follows:

   Fund From*	Enter the fund number you want to transfer the value from.
   N/C From	This defaults to the nominal code on the fund you've selected in the Fund From box.
   Fund to*	Enter the fund number you want to transfer the value to.
   N/C To	This defaults to the nominal code on the fund you've selected in the Fund to box.
   Reference	Enter the reference you want to use for the transfer. This defaults to FUNDTRAN.
   Description	Enter the description you want to use for the transfer. This defaults to Fund Transfer.
   Department*	If you want to assign the transfer to a department enter the department number here.
   Transfer Value*	Enter the value you want to transfer.
   Transfer Date*	Enter the date you want the transfer to take place on.

   * denotes a compulsory field.

3. Click Save, then Close.