Transferring Funds?

[macnewbie27]

How do you transfer funds between accts in macola, I need them to show up in the acct so they can be reconciled, I used to use quickbooks and had no problem but I can not seem to figure out where I would do this in Progression...at this point we have to do manual checks to achieve the desired result and it would be much easier if we did not have to...

 

[dgillz]

Do you own the bank book module? This is where this would be accomplished.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"making predictions is tough, especially about the future" - Yogi Berra

 

[smtoomey3]

Yes we do, but will they show up in a bank reconciliation?

 

[dgillz]

Yes. You will need to define a transaction type that is a transfer type, there is a checkbox to indicate this (sorry I am away from my laptop at the moment and doing this from memory so my terminology may not be exact) and it will show up in both accounts.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"making predictions is tough, especially about the future" - Yogi Berra