Creating activity transfers

If a receipt for an activity account was created in error or if you must transfer funds from one activity to another, you can create an activity transfer.

  1. Select Activity Transfers.
  2. Click Create.
  3. Specify this information:
    School
    Select a school.
    From Activity
    Select the activity from which to transfer funds.
    Transfer Amount
    Specify the amount to transfer from the activity account.
    Transfer Date
    Select a transfer date. The current date is the default.
    Description
    Provide a description for your activity transfer transaction.
    Transfer To Activity
    Select the activity to transfer funds to.

    If you are transferring funds to more than one activity account, you can add additional activities after you save the record.

    Amount
    Specify the amount to transfer to the activity.
  4. Click Save.
  5. Click Release if activity transfer details are complete.