Transfer Credit Between Funds

The credits that you allocate to funds can be transferred between funds if desired. The system tracks these transfers.

  1. Select AdministrationAcquisitions AdministrationFunds.
  2. Click the hyper linked name of the fund. The Fund Details screen will appear.
  3. Click Transfer Money.
  4. Enter the amount you would like to transfer.
  5. From the drop down menu, select the code of the destination fund.
  6. Enter a note. (Optional).
  7. Click Transfer.
  8. Click OK to the pop that appears to confirm that you are ready to commit the transfer.

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