Transfers

In simple words

Transfers is part of Finance. Move money between accounts. This guide takes you through it in 7 short steps.

Where it fits in your work — Pay out. Vendor bills, expenses, advances and salaries go through approvals before payout.

Before you start

• You need to be signed in to your company's workspace. Finance appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Transfers belongs to Banking & cash in Finance. Move money between accounts.

Step by step

1. 1

   Step 1

   Open Finance

   Sign in and open the Finance panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Transfers”

   In the left menu of Finance, open the page called “Transfers” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
5. 5

   Step 5

   Read the list

   Each row shows:

   • Transfer
   • From
   • To
   • Amount
   • Date
6. 6

   Step 6

   Add a new one

   Click “Record Transfer” to add one. A form opens for the details.

7. 7

   Step 7

   Done

   Move money between accounts.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Finance → Open “Transfers” → Find what you need → Narrow the list → Read the list → Add a new one → Done

What it connects to

• CRM & Sales

  Won clients become customers you can invoice.

• Projects

  Milestones raise invoices; project costs feed profitability.

• HR & Payroll

  Payroll runs and salary payments arrive from HR.

• Procurement & Assets

  Matched vendor invoices become payables.

• Training

  Student fees and receipts.

What you will see on this screen

These are the parts of the Transfers screen, exactly as they appear in the product.

Why use Finance

Finance replaces accounting & invoicing software, on the same login and the same data.

• Books that close faster, from live transactions
• Customers pay online straight from the invoice
• Salary, vendor and project money posts itself — no re-entry
• Reports your accountant can use as they are

Who uses Finance

• Finance managers

  Approve payouts, watch cash flow and close periods.

• Accountants

  Post, reconcile and report from the ledger.

• Collections & receivables

  Send invoices and payment links and chase what is overdue.

• Auditors

  Read-only access to reports and the audit trail.

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