Select the Accounts to Transfer between

Withdraw From

Select the Account to withdraw from. If you opened the Account Transfer wizard by clicking Transfer from the Account form, the Account Id will default here.

Credit To

Select the Account to credit to.

Trans Type

Select a Transaction Type from the list.

Date

Enter the Date the transfer is to be made from the Account. This can be a past or future date if desired.

Transfer

Enter the amount to be transferred from the Account.

Schedule

Click to view the schedule of the from Account of future transactions after making the Transfer. The Maturity Date may be extended.

Schedule To

Click to view the schedule of the to Account of future transactions after making the Transfer. The Maturity Date may be extended.

Create Log?

Tick to create a Log when this transfer is committed.