Abbpay

Bank Transfers

Updated 1 day ago 1 min read

Overview

Record internal transfers between your bank accounts. Transfers automatically update the balances of both the source and destination accounts.

Create Transfer

  1. Click the Add Transfer button.
  2. A form slide panel will appear.

Form Fields

Field Required Description
From Account Yes Source bank account (format: "Bank Name - Holder (Account Number)")
To Account Yes Destination bank account (same format)
Amount Yes Transfer amount (decimal, step 0.01)
Date Yes Transfer date (date picker)
Reference No Reference code or number
Description No Transfer description (max 1,500 characters)
  1. Click Save to record the transfer.

Edit Transfer

  1. Click Edit on the transfer record.
  2. Modify the desired fields.
  3. Click Save to update.

Delete Transfer

When a transfer is deleted:

  • The source ("From") account balance is credited (increased) back.
  • The destination ("To") account balance is debited (decreased) back.

Single Delete

  1. Click Delete from the actions menu.
  2. Confirm.

Bulk Delete

  1. Select multiple transfers.
  2. Click Delete Selected.
  3. Confirm. All balance adjustments are reversed.
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