Record bank transfers

If you have more than one bank account in the system, you may need to record the transfer of funds from one account to another. This ensures that your transactions in IRIS KashFlow match those of your banks. This can also be required if you have a loan, credit card or cash / till bank account.

  1. Go to Bank then select Transfer Money.

  2. Enter the Date that the money was transferred, together with the Amount.

  3. Select the From and To bank accounts from the lists, together with any Comment to clarify the reason for the transfer.

  4. Select Transfer. Applicable transactions are then created for each bank account.