Auto Transfers
Rules that move balances between accounts automatically.
Overview
An auto transfer rule moves an amount from one account to another on a schedule, for example sweeping a clearing account to the bank. Rules can be Draft, Active or Paused.
When to use auto transfers
- You have recurring allocations between accounts.
Step by step
In the Accounting module open Accounting in the green navigation bar, then choose Auto Transfers under Journals.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: New Rule, Active(0), Paused(0), Draft(0), Create First Rule.