7 Accounting Setup
10Transferring Funds/ Pieces from One Account to Another
You can transfer funds used and piece count among accounts, subaccounts and subsubaccounts only if they are chargeable accounts (the lowest, or sole link in the account chain).
Example:
If you have a top level account with two subaccounts and one subsubaccount:
Account - Engineering, Subaccount - Software
Account - Engineering, Subaccount - Industrial Design
Account - Engineering, Subaccount - Mechanical,
Subsubaccount - Prototypes
The subaccounts and subsubaccount appear in the display as separate accounts under the main account title: Transfers can be made among Software, Industrial Design and Prototypes.
Engineering
Software
Engineering
Industrial Design
Engineering
Mechanical
Prototypes
How To Transfer Funds from One Account to Another
1.Press the Accounts key.
2.Press the right arrow key to enter the “Set Up Accounts” screen.
3.Select Transfer Funds. The system displays a list of your chargeable accounts.
4.Select an account to transfer funds from and press Enter.
5.The system displays a list of all of your accounts again. Select an account to transfer funds to and press Enter.
A screen displays showing your “transfer from” and “transfer to” accounts.
6.To transfer the entire amount, select Transfer Entire Amount.
OR
To transfer less than the entire amount, enter the amount you wish to transfer and press Enter.
The system displays a screen of the from/to accounts and the amount of the transfer.
7.To complete the transfer, select the screen key for Transfer $XXX.
SV60951 Rev. A |
