Solution Number:
3417
Name:
Bank Transfer Shows In Use
Description:
The Status of a Bank Transaction affects your ability to modify the transaction. For example, a Check with the Status, "Printed," cannot be modified or deleted, and may only be Voided--to preserve an audit trail.
When a Transfer is Reconciled from either Bank Account it is marked In Use. To modify a Transfer it may not be reconciled in either Bank Account. (3417)
Status:
Complete
Picture:
Solution:
Bank Transfers are transfers between two Bank Accounts in Big Business. For example:
To Pay a Credit Card from Checking:
1. Open the Bank Card for the credit card
2. Go to the History Tab
3. Add a transaction (click the plus button)
4. Select, "Pay Credit Card Bill."
5. Enter the amount to pay (or paid), and click print if you need to print a check.
Think of a Transfer between Bank Accounts as two bank transactions. If you use the Bank Transaction QuickSearch to locate a Transfer--by Reference number, Date, or Amount--you will find two "halves" of the transaction, with the Status of each listed.
If a Transfer is Reconciled, from either affected Bank Account, the Transfer will be marked "In Use" and cannot be modified unless the Reconciliation is modified or deleted.
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