Transferring folio transactions

To transfer a charge to another account or to another folio within the same account, select the record that you want to transfer and click the Actions button, then click Transfer Record.

Note:

You can transfer payment and correction charges.
You can transfer the POS Charges when the amount is adjusted.
To transfer a payment, a transfer transaction must be setup for the payment in the Transaction Codes page. The offset and transfer charges are calculated using the payment transfer transaction code. If the payment is through a credit card, the credit card details are not included in the offset or transfer charge calculation.
When transferring a payment transaction to a different account, the offset payment record that is created on the From Account, increases the account balance.

Specify this information:

Split Amount

Specify the amount that you want to transfer to another account.

Split Percent

Specify the percentage of the total charge that you want to transfer to another account.

To Account

Specify the account to which you want to transfer the charges.

To Account Folio

Specify the folio of the account to which you want to transfer the charges.
Select the record that you want to transfer.
Click Save.

Note: If the UDF fields are populated when a transaction if transferred, the fields are also included in the transfer.