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Cash transfer

snappyfishsnappyfish Member Posts: 55

So I paid some cash into business account today. How do I create a transfer withing wave now since update?

edited January 3, 2019 in Accounting Technical Support

Comments

  • CharlotteCharlotte Member Posts: 671 admin

    Hey @snappyfish ! It's similar with the new platform.

    1. Locate one of the transactions associated with this transfer and click on it to open the details on the right-hand side.
    2. Navigate to the Category window and click on the drop-down.
    3. Select Transfer to Bank, Credit Card, or Loan.
    4. Locate the line matching the transaction for the other side of this transfer.
    5. Click Save and you'll see that the transactions will change from Uncategorized to Transfer To/Transfer From.

    Let us know if you have any issues!

  • snappyfishsnappyfish Member Posts: 55

    @Charlotte said:
    Hey @snappyfish ! It's similar with the new platform.

    1. Locate one of the transactions associated with this transfer and click on it to open the details on the right-hand side.
    2. Navigate to the Category window and click on the drop-down.
    3. Select Transfer to Bank, Credit Card, or Loan.
    4. Locate the line matching the transaction for the other side of this transfer.
    5. Click Save and you'll see that the transactions will change from Uncategorized to Transfer To/Transfer From.

    Let us know if you have any issues!

    Look correct?

  • ErikErik Member Posts: 194 admin

    @snappyfish looks good!

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