Configure Account Types for Transfers

Quick Guide

Step 1 - Navigate to Account Types in Configuration

Step 2 - Edit account type that should be transferrable by clicking on the account name

Step 3 - Tick the relevant options for transferring in/out of the account you are editing

Step 4 - Select the charge to be used for transfers on this account type (this might be a generic charge for all accounts or specific for each account type)

Step 5 - Click Save at the bottom

Step by Step Guide

Step 1 - Navigate to Account Types in Configuration

Step 2 - Edit account type that should be transferrable by clicking on the account name

Step 3 - Tick the relevant options for transferring in/out of the account you are editing

• "Member to Self" refers to transfers between 1 member's internal accounts eg Top-up to subscription
• "Member to Member" refers to transfer from one member's account to another

Step 4 - Select the charge to be used for transfers on this account type (this might be a generic charge for all accounts or specific for each account type)

NOTE - The charge must first exist in "configuration - charges", if you do not have a charge to select from then this would need to be created. Either 1 generic charge is used for all transferring - or in some cases specific transfer charges will be required for each account type for General Ledger purposes. It would be best to check with the club accountant for more information.

Step 5 - Click Save at the bottom