Transfer help index
All Britixo help articles related to transfer.
Assign and reassign leads
Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.Leads and sales pipeline
Open guide →GuideConfigure payment modes
Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup
Open guide →GuideEnable Accounting access and permissions
Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping
Open guide →GuideConfigure payment mode account mappings
Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping
Open guide →GuideConfigure credit note and refund mappings
Configure credit note and refund mappingsSet the accounts used when customer credit notes are created, applied to invoices or refunded.Accounting & Bookkeeping
Open guide →GuideCreate and manage an Accounting bank account
Create and manage an Accounting bank accountAdd the bank or cash account used by feeds, registers, checks, transfers and reconciliation.Accounting & Bookkeeping
Open guide →GuideReview and edit banking feeds
Review and edit banking feedsFilter new bank activity, correct review fields and decide whether to add, match, ignore or defer each transaction.Accounting & Bookkeeping
Open guide →GuideAdd a bank transaction from a feed
Add a bank transaction from a feedCreate a new Accounting transaction from a bank-feed row when no existing CRM or ledger transaction represents the movement.Accounting & Bookkeeping
Open guide →GuideMatch a bank transaction
Match a bank transactionConnect a feed row to an existing Accounting transaction such as a customer payment, supplier payment, transfer or manual entry.Accounting & Bookkeeping
Open guide →GuideJournal entries overview
Journal entries overviewUse manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.Accounting & Bookkeeping
Open guide →GuideCreate and edit a journal entry
Create and edit a journal entryRecord a balanced multi-line accounting adjustment with clear dates, accounts, references and supporting detail.Accounting & Bookkeeping
Open guide →GuideExport, delete and bulk-manage journal entries
Export, delete and bulk-manage journal entriesUse journal export and bulk actions carefully while protecting approved ledger history.Accounting & Bookkeeping
Open guide →GuideCreate a bank transfer
Create a bank transferMove value between two owned cash or bank accounts without treating the movement as income or expense.Accounting & Bookkeeping
Open guide →GuideManage, correct and delete transfers
Manage, correct and delete transfersReview transfer history and correct an erroneous inter-account movement through the supported lifecycle.Accounting & Bookkeeping
Open guide →GuideManage bill-payment allocations and attachments
Manage bill-payment allocations and attachmentsReview how a supplier payment is distributed across bills and maintain supporting payment files without changing unrelated liabilities.Accounting & Bookkeeping
Open guide →GuideConfigure Accounting currency rates
Configure Accounting currency ratesMaintain exchange rates used by supported multi-currency accounting and reporting workflows.Accounting & Bookkeeping
Open guide →GuideUse Cash Flow and Changes in Equity reports
Use Cash Flow and Changes in Equity reportsReview how operating, investing and financing activity changes cash and how profits, contributions and distributions change equity.Accounting & Bookkeeping
Open guide →