Viewing and Adding a Bank Account Transfer

Select Practice Explorer > Bank Transfers from the Main Margin menu. The Bank Transfers window appears.

To add a transfer, click  The Add Bank Account Transfer window appears.

 

Select the appropriate bank accounts from the drop-down fields and enter the transfer amount and a narration.

Click OK.  The entry is displayed and highlighted in green.

To view the narration, hover the mouse over the entry in the grid.